Insight 2811 Inc’s Merck MRK Stock Holding History

Insight 2811 Inc’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	$690K	Sell	5,737 -673	-10%	-$77.7K	0.29%	43
2025 Q4	$675K	Sell	6,410 -123	-2%	-$11.5K	0.3%	41
2025 Q3	$548K	Buy	6,533 +135	+2%	+$11.1K	0.24%	45
2025 Q2	$506K	Sell	6,398 -900	-12%	-$71.5K	0.24%	45
2025 Q1	$655K	Sell	7,298 -310	-4%	-$28.9K	0.33%	37
2024 Q4	$757K	Buy	7,608 +105	+1%	+$10.8K	0.39%	31
2024 Q3	$852K	Buy	7,503 +35	+0.5%	+$4.16K	0.42%	26
2024 Q2	$925K	Sell	7,468 -42	-0.6%	-$5.41K	0.48%	25
2024 Q1	$991K	Buy	7,510 +15	+0.2%	+$1.85K	0.51%	21
2023 Q4	$817K	Sell	7,495 -452	-6%	-$46.9K	0.45%	26
2023 Q3	$818K	Sell	7,947 -1,175	-13%	-$127K	0.46%	26
2023 Q2	$1.05M	Sell	9,122 -124	-1%	-$14.1K	0.57%	21
2023 Q1	$984K	Sell	9,246 -126	-1%	-$13.6K	0.61%	20
2022 Q4	$1.04M	Buy	9,372 +1,086	+13%	+$111K	0.64%	19
2022 Q3	$714K	Buy	8,286 +88	+1%	+$7.86K	0.48%	20
2022 Q2	$747K	Sell	8,198 -100	-1%	-$8.87K	0.49%	20
2022 Q1	$681K	Buy	8,298 +305	+4%	+$24K	0.4%	27
2021 Q4	$613K	Buy	7,993 +109	+1%	+$8.68K	0.35%	30
2021 Q3	$592K	Sell	7,884 -700	-8%	-$53.2K	0.35%	27
2021 Q2	$668K	Sell	8,584 -176	-2%	-$13.1K	0.38%	28
2021 Q1	$644K	Buy	8,760 +229	+3%	+$16.9K	0.38%	24
2020 Q4	$666K	Sell	8,531 -63	-0.7%	-$4.82K	0.39%	23
2020 Q3	$680K	Sell	8,594 -314	-4%	-$24.6K	0.42%	22
2020 Q2	$665K	Sell	8,908 -838	-9%	-$63.1K	0.44%	22
2020 Q1	$716K	Buy	9,746 +5,449	+127%	+$428K	0.52%	23
2019 Q4	$373K	Sell	4,297 -419	-9%	-$34.4K	0.24%	55
2019 Q3	$379K	Sell	4,716 -1,677	-26%	-$134K	0.27%	57
2019 Q2	$530K	Buy	6,393 +3,459	+118%	+$265K	0.38%	46
2019 Q1	$233K	Hold	2,934	–	–	0.18%	82
2018 Q4	$214K	Buy	+2,934	New	+$207K	0.18%	74
2016 Q4	–	Sell	-3,469	Closed	-$207K	–	81
2016 Q3	$207K	Buy	+3,469	New	+$203K	0.13%	86
2015 Q3	–	Sell	-4,734	Closed	-$257K	–	113
2015 Q2	$257K	Buy	+4,734	New	+$266K	0.12%	98
2015 Q1	–	Sell	-5,899	Closed	-$320K	–	119
2014 Q4	$320K	Sell	5,899 -1,119	-16%	-$62.3K	0.16%	88
2014 Q3	$397K	Sell	7,018 -1,625	-19%	-$91.2K	0.17%	85
2014 Q2	$477K	Hold	8,643	–	–	0.2%	84
2014 Q1	$468K	Sell	8,643 -40	-0.5%	-$2.07K	0.2%	84
2013 Q4	$415K	Sell	8,683 -215	-2%	-$9.83K	0.21%	82
2013 Q3	$404K	Sell	8,898 -57	-0.6%	-$2.6K	0.2%	82
2013 Q2	$397K	Buy	+8,955	New	+$400K	0.22%	87

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight 2811 Inc's MRK Position: Q1 2026 in Review

Insight 2811 Inc reduced its Merck (MRK) stake by 10% in Q1 2026, selling an estimated $77.7K and leaving 5,737 shares worth $690K. The position accounts for 0.29% of the portfolio, ranked #43.

Insight 2811 Inc first reported a position in MRK in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.05M in Q2 2023. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Insight 2811 Inc held 5,737 shares of Merck worth $690K as of Q1 2026.
Insight 2811 Inc sold 673 Merck shares in Q1 2026, an estimated $77.7K.
Merck made up 0.29% of Insight 2811 Inc's portfolio in Q1 2026, its #43 holding.
Insight 2811 Inc first reported a position in Merck in Q2 2013 and has held it in 39 quarters since.
Insight 2811 Inc's Merck position peaked at $1.05M in Q2 2023.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.