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Groesbeck Investment Management’s Merck MRK Stock Holding History

Groesbeck Investment 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 		$436K Sell
3,396
-76
-2% -$8.9K 0.69% 35
2026
Q1 		$418K Hold
3,472
– – 0.81% 36
2025
Q4 		$365K Sell
3,472
-1,488
-30% -$140K 0.69% 38
2025
Q3 		$416K Sell
4,960
-2,698
-35% -$222K 0.81% 37
2025
Q2 		$606K Sell
7,658
-763
-9% -$60.6K 1.06% 31
2025
Q1 		$756K Sell
8,421
-814
-9% -$76K 1.06% 33
2024
Q4 		$919K Buy
9,235
+1,755
+23% +$181K 1.2% 25
2024
Q3 		$849K Sell
7,480
-1,098
-13% -$130K 1.25% 26
2024
Q2 		$1.06M Sell
8,578
-162
-2% -$20.9K 1.47% 21
2024
Q1 		$1.15M Buy
8,740
+417
+5% +$51.4K 1.23% 24
2023
Q4 		$907K Buy
8,323
+780
+10% +$81K 1.26% 28
2023
Q3 		$777K Buy
7,543
+1,343
+22% +$145K 1.18% 29
2023
Q2 		$715K Sell
6,200
-1,141
-16% -$130K 1.09% 32
2023
Q1 		$781K Buy
7,341
+145
+2% +$15.7K 1.17% 29
2022
Q4 		$798K Buy
7,196
+150
+2% +$15.3K 1.34% 27
2022
Q3 		$642K Hold
7,046
– – 1.06% 33
2022
Q2 		$642K Sell
7,046
-216
-3% -$19.1K 1.06% 33
2022
Q1 		$596K Buy
7,262
+57
+0.8% +$4.49K 0.67% 56
2021
Q4 		$552K Sell
7,205
-123
-2% -$9.8K 0.7% 50
2021
Q3 		$550K Sell
7,328
-1,191
-14% -$90.6K 0.64% 60
2021
Q2 		$663K Buy
8,519
+618
+8% +$46K 0.84% 46
2021
Q1 		$581K Buy
7,901
+6
+0.1% +$443 0.84% 46
2020
Q4 		$616K Buy
7,895
+44
+0.6% +$3.37K 1.01% 38
2020
Q3 		$621K Buy
7,851
+7
+0.1% +$548 1.16% 31
2020
Q2 		$579K Buy
+7,844
New +$591K 1.15% 37

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Groesbeck Investment Management's MRK Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Merck (MRK) stake by 2.2% in Q2 2026, selling an estimated $8.9K and leaving 3,396 shares worth $436K. The position accounts for 0.69% of the portfolio, ranked #35.

Groesbeck Investment Management first reported a position in MRK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Groesbeck Investment Management held 3,396 shares of Merck worth $436K as of Q2 2026.
  • Groesbeck Investment Management sold 76 Merck shares in Q2 2026, an estimated $8.9K.
  • Merck made up 0.69% of Groesbeck Investment Management's portfolio in Q2 2026, its #35 holding.
  • Groesbeck Investment Management first reported a position in Merck in Q2 2020 and has held it in 25 quarters since.
  • Groesbeck Investment Management's Merck position peaked at $1.15M in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.