FCH
MRK icon

Freestone Capital Holdings’s Merck MRK Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-6,288
Closed -$286K – 349
2013
Q3 		$286K Buy
+6,288
New +$287K 0.05% 285

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

Freestone Capital Holdings's MRK Position: Q2 2026 in Review

Freestone Capital Holdings reduced its Merck (MRK) stake by 2.3% in Q2 2026, selling an estimated $219K and leaving 79,532 shares worth $10.2M. The position accounts for 0.27% of the portfolio, ranked #62.

Freestone Capital Holdings first reported a position in MRK in Q2 2013 and has held it in 47 quarters since. The position peaked at $13.6M in Q3 2021. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Freestone Capital Holdings held 79,532 shares of Merck worth $10.2M as of Q2 2026.
  • Freestone Capital Holdings sold 1,871 Merck shares in Q2 2026, an estimated $219K.
  • Merck made up 0.27% of Freestone Capital Holdings's portfolio in Q2 2026, its #62 holding.
  • Freestone Capital Holdings first reported a position in Merck in Q2 2013 and has held it in 47 quarters since.
  • Freestone Capital Holdings's Merck position peaked at $13.6M in Q3 2021.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.