FAM
MRK icon

Forte Asset Management’s Merck MRK Stock Holding History

Forte Asset Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
2,545
+70
+3% +$8.19K 0.13% 71
2026
Q1 		$300K Hold
2,475
– – 0.13% 68
2025
Q4 		$263K Hold
2,475
– – 0.12% 66
2025
Q3 		$210K Buy
+2,475
New +$204K 0.1% 72
2025
Q2 		– Sell
-2,475
Closed -$224K – 70
2025
Q1 		$224K Buy
+2,475
New +$231K 0.11% 64

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forte Asset Management's MRK Position: Q2 2026 in Review

Forte Asset Management increased its Merck (MRK) stake by 2.8% in Q2 2026, buying an estimated $8.19K and bringing the position to 2,545 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #71.

Forte Asset Management first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Forte Asset Management held 2,545 shares of Merck worth $329K as of Q2 2026.
  • Forte Asset Management bought 70 Merck shares in Q2 2026, an estimated $8.19K.
  • Merck made up 0.13% of Forte Asset Management's portfolio in Q2 2026, its #71 holding.
  • Forte Asset Management first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.