IC
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IEQ Capital’s Merck MRK Stock Holding History

IEQ Capital’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 		$103M Sell
799,214
-142,139
-15% -$16.6M 0.47% 34
2026
Q1 		$113M Sell
941,353
-138
-0% -$15.9K 0.53% 29
2025
Q4 		$99.1M Buy
941,491
+155,322
+20% +$14.6M 0.3% 33
2025
Q3 		$66M Buy
786,169
+229,758
+41% +$18.9M 0.2% 50
2025
Q2 		$44M Buy
556,411
+348,203
+167% +$27.7M 0.27% 51
2025
Q1 		$18.7M Buy
208,208
+13,155
+7% +$1.23M 0.15% 101
2024
Q4 		$19.4M Buy
195,053
+53,967
+38% +$5.56M 0.19% 72
2024
Q3 		$16M Buy
141,086
+9,502
+7% +$1.13M 0.2% 70
2024
Q2 		$16.3M Buy
131,584
+23,322
+22% +$3M 0.22% 67
2024
Q1 		$14.3M Buy
108,262
+8,608
+9% +$1.06M 0.21% 73
2023
Q4 		$10.9M Sell
99,654
-11,284
-10% -$1.17M 0.18% 86
2023
Q3 		$11.4M Buy
110,938
+3
+0% +$323 0.23% 69
2023
Q2 		$12.8M Buy
110,935
+10,168
+10% +$1.15M 0.26% 65
2023
Q1 		$10.7M Sell
100,767
-659
-0.6% -$71.2K 0.25% 70
2022
Q4 		$11.3M Buy
101,426
+13,722
+16% +$1.4M 0.32% 63
2022
Q3 		$7.55M Buy
87,704
+23,200
+36% +$2.07M 0.21% 80
2022
Q2 		$5.88M Buy
64,504
+16,242
+34% +$1.44M 0.18% 86
2022
Q1 		$3.96M Buy
48,262
+9,250
+24% +$729K 0.09% 131
2021
Q4 		$2.99M Buy
39,012
+1,245
+3% +$99.2K 0.07% 151
2021
Q3 		$2.84M Buy
37,767
+4,018
+12% +$306K 0.08% 147
2021
Q2 		$2.62M Buy
33,749
+7,434
+28% +$553K 0.08% 147
2021
Q1 		$1.94M Buy
26,315
+5,921
+29% +$437K 0.08% 140
2020
Q4 		$1.59M Sell
20,394
-10,200
-33% -$780K 0.07% 134
2020
Q3 		$2.42M Buy
30,594
+77
+0.3% +$6.03K 0.13% 103
2020
Q2 		$2.25M Sell
30,517
-6,154
-17% -$463K 0.15% 96
2020
Q1 		$2.69M Buy
36,671
+4,759
+15% +$374K 0.22% 70
2019
Q4 		$2.77M Buy
+31,912
New +$2.62M 0.24% 71

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

IEQ Capital's MRK Position: Q2 2026 in Review

IEQ Capital reduced its Merck (MRK) stake by 15% in Q2 2026, selling an estimated $16.6M and leaving 799,214 shares worth $103M. The position accounts for 0.47% of the portfolio, ranked #34.

IEQ Capital first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $113M in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • IEQ Capital held 799,214 shares of Merck worth $103M as of Q2 2026.
  • IEQ Capital sold 142,139 Merck shares in Q2 2026, an estimated $16.6M.
  • Merck made up 0.47% of IEQ Capital's portfolio in Q2 2026, its #34 holding.
  • IEQ Capital first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Merck position peaked at $113M in Q1 2026.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.