HFO
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Heritage Family Offices’s Merck MRK Stock Holding History

Heritage Family Offices’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 		$279K Sell
2,167
-960
-31% -$112K 0.11% 170
2026
Q1 		$376K Buy
+3,127
New +$361K 0.17% 119
2025
Q1 		– Sell
-12,575
Closed -$1.25M – 188
2024
Q4 		$1.25M Sell
12,575
-465
-4% -$47.9K 0.62% 35
2024
Q3 		$1.48M Sell
13,040
-25
-0.2% -$2.97K 0.76% 32
2024
Q2 		$1.62M Buy
+13,065
New +$1.68M 0.9% 24

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

Heritage Family Offices's MRK Position: Q2 2026 in Review

Heritage Family Offices reduced its Merck (MRK) stake by 31% in Q2 2026, selling an estimated $112K and leaving 2,167 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #170.

Heritage Family Offices first reported a position in MRK in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.62M in Q2 2024. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Heritage Family Offices held 2,167 shares of Merck worth $279K as of Q2 2026.
  • Heritage Family Offices sold 960 Merck shares in Q2 2026, an estimated $112K.
  • Merck made up 0.11% of Heritage Family Offices's portfolio in Q2 2026, its #170 holding.
  • Heritage Family Offices first reported a position in Merck in Q2 2024 and has held it in 5 quarters since.
  • Heritage Family Offices's Merck position peaked at $1.62M in Q2 2024.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.