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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freestone Capital Holdings's MRK Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Merck (MRK) stake by 6.6% in Q1 2026, selling an estimated $662K and leaving 81,403 shares worth $9.79M. The position accounts for 0.3% of the portfolio, ranked #60.

Freestone Capital Holdings first reported a position in MRK in Q2 2013 and has held it in 46 quarters since. The position peaked at $13.6M in Q3 2021. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Freestone Capital Holdings held 81,403 shares of Merck worth $9.79M as of Q1 2026.
  • Freestone Capital Holdings sold 5,732 Merck shares in Q1 2026, an estimated $662K.
  • Merck made up 0.3% of Freestone Capital Holdings's portfolio in Q1 2026, its #60 holding.
  • Freestone Capital Holdings first reported a position in Merck in Q2 2013 and has held it in 46 quarters since.
  • Freestone Capital Holdings's Merck position peaked at $13.6M in Q3 2021.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.