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HealthInvest Partners’s Merck MRK Stock Holding History

HealthInvest Partners’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 		$24.3M Buy
189,357
+155,504
+459% +$18.2M 6.55% 2
2026
Q1 		$22.9M Sell
33,853
-161,915
-83% -$18.7M 7.4% 2
2025
Q4 		$20.6M Buy
195,768
+34,855
+22% +$3.27M 6.57% 3
2025
Q3 		$1.43M Buy
160,913
+21,741
+16% +$1.79M 5.32% 4
2025
Q2 		$11M Buy
139,172
+11,493
+9% +$914K 4.72% 5
2025
Q1 		$11.5M Buy
127,679
+21,952
+21% +$2.05M 5.06% 5
2024
Q4 		$10.4M Sell
105,727
-48,972
-32% -$5.05M 4.93% 6
2024
Q3 		$17.6M Buy
154,699
+41,965
+37% +$4.99M 8.26% 3
2024
Q2 		$14M Sell
112,734
-21,007
-16% -$2.71M 8.51% 3
2024
Q1 		$17.6M Buy
133,741
+68,066
+104% +$8.39M 10.74% 1
2023
Q4 		$7.16M Buy
+65,675
New +$6.82M 5.6% 5
2022
Q4 		$123K Buy
+1,110
New +$113K 0.24% 13
2017
Q1 		– Sell
-142,633
Closed -$8.01M – 14
2016
Q4 		$8.01M Sell
142,633
-22,008
-13% -$1.29M 7.38% 9
2016
Q3 		$9.8M Sell
164,641
-70,216
-30% -$4.11M 7.3% 7
2016
Q2 		$12.9M Sell
234,857
-28,610
-11% -$1.52M 5.92% 6
2016
Q1 		$13.3M Buy
+263,467
New +$12.9M 6.23% 10

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HealthInvest Partners's MRK Position: Q2 2026 in Review

HealthInvest Partners increased its Merck (MRK) stake by 459% in Q2 2026, buying an estimated $18.2M and bringing the position to 189,357 shares worth $24.3M. The position accounts for 6.55% of the portfolio, ranked #2.

HealthInvest Partners first reported a position in MRK in Q1 2016 and has held it in 16 quarters since. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • HealthInvest Partners held 189,357 shares of Merck worth $24.3M as of Q2 2026.
  • HealthInvest Partners bought 155,504 Merck shares in Q2 2026, an estimated $18.2M.
  • Merck made up 6.55% of HealthInvest Partners's portfolio in Q2 2026, its #2 holding.
  • HealthInvest Partners first reported a position in Merck in Q1 2016 and has held it in 16 quarters since.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.