Fortis Capital Management’s Merck MRK Stock Holding History

Fortis Capital 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 Q1	$236K	Sell	1,959 -38	-2%	-$4.39K	0.02%	187
2025 Q4	$210K	Buy	+1,997	New	+$187K	0.03%	198

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Capital Management's MRK Position: Q1 2026 in Review

Fortis Capital Management reduced its Merck (MRK) stake by 1.9% in Q1 2026, selling an estimated $4.39K and leaving 1,959 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #187.

Fortis Capital Management first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Fortis Capital Management held 1,959 shares of Merck worth $236K as of Q1 2026.
Fortis Capital Management sold 38 Merck shares in Q1 2026, an estimated $4.39K.
Merck made up 0.02% of Fortis Capital Management's portfolio in Q1 2026, its #187 holding.
Fortis Capital Management first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.