GCM
MRK icon

Goldstream Capital Management’s Merck MRK Stock Holding History

Goldstream 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 		– Sell
-1,838
Closed -$193K – 50
2025
Q4 		$193K Hold
1,838
– – 0.07% 49
2025
Q3 		$154K Hold
1,838
– – 0.03% 47
2025
Q2 		$147K Hold
1,838
– – 0.05% 49
2025
Q1 		$166K Hold
1,838
– – 0.07% 40
2024
Q4 		$184K Sell
1,838
-2,107
-53% -$217K 0.05% 40
2024
Q3 		$450K Buy
+3,945
New +$469K 0.15% 38
2023
Q4 		– Sell
-1,699
Closed -$176K – 50
2023
Q3 		$176K Hold
1,699
– – 0.14% 37
2023
Q2 		$197K Buy
1,699
+496
+41% +$56.3K 0.14% 30
2023
Q1 		$128K Buy
+1,203
New +$130K 0.14% 36

Other funds holding MRK

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

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

Goldstream Capital Management sold out of Merck (MRK) in Q1 2026, closing a stake of 1,838 shares — an estimated $193K sold.

Goldstream Capital Management first reported a position in MRK in Q1 2023 and held it in 9 quarters. The position peaked at $450K in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Goldstream Capital Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 1,838 Merck shares in Q1 2026, an estimated $193K.
  • Goldstream Capital Management first reported a position in Merck in Q1 2023 and held it in 9 quarters.
  • Goldstream Capital Management's Merck position peaked at $450K in Q3 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.