Harvey Investment Company’s Merck MRK Stock Holding History

Harvey Investment Company’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	$3.69M	Sell	28,754 -500	-2%	-$58.5K	0.4%	40
2026 Q1	$3.52M	Hold	29,254	–	–	0.39%	42
2025 Q4	$3.08M	Hold	29,254	–	–	0.33%	45
2025 Q3	$2.46M	Hold	29,254	–	–	0.26%	45
2025 Q2	$2.32M	Sell	29,254 -34	-0.1%	-$2.7K	0.25%	49
2025 Q1	$2.63M	Hold	29,288	–	–	0.29%	46
2024 Q4	$2.91M	Hold	29,288	–	–	0.34%	45
2024 Q3	$3.33M	Hold	29,288	–	–	0.38%	44
2024 Q2	$3.63M	Hold	29,288	–	–	0.43%	42
2024 Q1	$3.87M	Hold	29,288	–	–	0.44%	43
2023 Q4	$3.19M	Hold	29,288	–	–	0.39%	46
2023 Q3	$3.02M	Hold	29,288	–	–	0.39%	45
2023 Q2	$3.38M	Buy	29,288 +34	+0.1%	+$3.86K	0.44%	45
2023 Q1	$3.11M	Hold	29,254	–	–	0.39%	45
2022 Q4	$3.25M	Hold	29,254	–	–	0.42%	45
2022 Q3	$2.52M	Hold	29,254	–	–	0.37%	45
2022 Q2	$2.67M	Hold	29,254	–	–	0.38%	46
2022 Q1	$2.4M	Hold	29,254	–	–	0.29%	50
2021 Q4	$2.24M	Hold	29,254	–	–	0.26%	50
2021 Q3	$2.2M	Hold	29,254	–	–	0.29%	48
2021 Q2	$2.27M	Sell	29,254 -1,404	-5%	-$104K	0.3%	47
2021 Q1	$2.25M	Sell	30,658 -185	-0.6%	-$13.6K	0.32%	47
2020 Q4	$2.41M	Hold	30,843	–	–	0.34%	47
2020 Q3	$2.44M	Hold	30,843	–	–	0.38%	45
2020 Q2	$2.28M	Hold	30,843	–	–	0.39%	47
2020 Q1	$2.26M	Hold	30,843	–	–	0.44%	45
2019 Q4	$2.68M	Hold	30,843	–	–	0.41%	45
2019 Q3	$2.48M	Hold	30,843	–	–	0.41%	44
2019 Q2	$2.47M	Hold	30,843	–	–	0.42%	41
2019 Q1	$2.45M	Buy	30,843 +185	+0.6%	+$13.8K	0.42%	41
2018 Q4	$2.23M	Hold	30,658	–	–	0.43%	41
2018 Q3	$2.08M	Hold	30,658	–	–	0.36%	41
2018 Q2	$1.78M	Hold	30,658	–	–	0.33%	48
2018 Q1	$1.59M	Buy	30,658 +222	+0.7%	+$12K	0.29%	49
2017 Q4	$1.63M	Hold	30,436	–	–	0.3%	50
2017 Q3	$1.86M	Buy	30,436 +660	+2%	+$40K	0.37%	45
2017 Q2	$1.82M	Hold	29,776	–	–	0.37%	44
2017 Q1	$1.8M	Hold	29,776	–	–	0.37%	46
2016 Q4	$1.67M	Hold	29,776	–	–	0.35%	46
2016 Q3	$1.77M	Sell	29,776 -524	-2%	-$30.6K	0.38%	45
2016 Q2	$1.67M	Hold	30,300	–	–	0.36%	48
2016 Q1	$1.53M	Hold	30,300	–	–	0.34%	47
2015 Q4	$1.53M	Hold	30,300	–	–	0.35%	47
2015 Q3	$1.43M	Sell	30,300 -54	-0.2%	-$2.87K	0.34%	48
2015 Q2	$1.65M	Hold	30,354	–	–	0.38%	48
2015 Q1	$1.67M	Sell	30,354 -1,560	-5%	-$88.3K	0.4%	47
2014 Q4	$1.73M	Hold	31,914	–	–	0.4%	46
2014 Q3	$1.8M	Hold	31,914	–	–	0.46%	46
2014 Q2	$1.76M	Buy	31,914 +1,572	+5%	+$85.8K	0.44%	46
2014 Q1	$1.64M	Hold	30,342	–	–	0.42%	48
2013 Q4	$1.45M	Hold	30,342	–	–	0.38%	49
2013 Q3	$1.38M	Sell	30,342 -1,142	-4%	-$52.1K	0.39%	49
2013 Q2	$1.4M	Buy	+31,484	New	+$1.41M	0.42%	47

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Harvey Investment Company's MRK Position: Q2 2026 in Review

Harvey Investment Company reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $58.5K and leaving 28,754 shares worth $3.69M. The position accounts for 0.4% of the portfolio, ranked #40.

Harvey Investment Company first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.87M in Q1 2024. 1,620 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Harvey Investment Company held 28,754 shares of Merck worth $3.69M as of Q2 2026.
Harvey Investment Company sold 500 Merck shares in Q2 2026, an estimated $58.5K.
Merck made up 0.4% of Harvey Investment Company's portfolio in Q2 2026, its #40 holding.
Harvey Investment Company first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Harvey Investment Company's Merck position peaked at $3.87M in Q1 2024.
1,620 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.