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Haven Private’s Merck MRK Stock Holding History

Haven Private’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 		$294K Buy
2,444
+29
+1% +$3.35K 0.13% 142
2025
Q4 		$254K Hold
2,415
– – 0.11% 146
2025
Q3 		$203K Sell
2,415
-896
-27% -$73.8K 0.09% 149
2025
Q2 		$262K Buy
3,311
+1,063
+47% +$84.5K 0.12% 148
2025
Q1 		$202K Sell
2,248
-6,549
-74% -$611K 0.11% 126
2024
Q4 		$875K Buy
+8,797
New +$907K 0.49% 51

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

Haven Private's MRK Position: Q1 2026 in Review

Haven Private increased its Merck (MRK) stake by 1.2% in Q1 2026, buying an estimated $3.35K and bringing the position to 2,444 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #142.

Haven Private first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $875K in Q4 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Haven Private held 2,444 shares of Merck worth $294K as of Q1 2026.
  • Haven Private bought 29 Merck shares in Q1 2026, an estimated $3.35K.
  • Merck made up 0.13% of Haven Private's portfolio in Q1 2026, its #142 holding.
  • Haven Private first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Haven Private's Merck position peaked at $875K in Q4 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.