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Intellectus Partners’s Merck MRK Stock Holding History

Intellectus 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 		$1.22M Sell
9,435
-194
-2% -$22.7K 0.21% 121
2026
Q1 		$1.17M Sell
9,629
-392
-4% -$45.3K 0.24% 116
2025
Q4 		$1.06M Buy
10,021
+536
+6% +$50.3K 0.21% 124
2025
Q3 		$804K Buy
9,485
+756
+9% +$62.3K 0.16% 159
2025
Q2 		$698K Sell
8,729
-3,137
-26% -$249K 0.15% 167
2025
Q1 		$1.07M Buy
11,866
+1,797
+18% +$168K 0.27% 110
2024
Q4 		$1.01M Buy
10,069
+3,643
+57% +$376K 0.22% 117
2024
Q3 		$730K Buy
+6,426
New +$763K 0.19% 158
2023
Q3 		– Sell
-7,452
Closed -$865K – 269
2023
Q2 		$865K Sell
7,452
-144
-2% -$16.4K 0.26% 113
2023
Q1 		$814K Sell
7,596
-673
-8% -$72.7K 0.26% 113
2022
Q4 		$923K Sell
8,269
-27
-0.3% -$2.76K 0.32% 95
2022
Q3 		$720K Buy
8,296
+228
+3% +$20.4K 0.26% 109
2022
Q2 		$741K Sell
8,068
-43
-0.5% -$3.81K 0.25% 109
2022
Q1 		$671K Sell
8,111
-132
-2% -$10.4K 0.2% 131
2021
Q4 		$637K Buy
8,243
+623
+8% +$49.6K 0.16% 161
2021
Q3 		$577K Buy
7,620
+539
+8% +$41K 0.14% 174
2021
Q2 		$555K Buy
+7,081
New +$527K 0.13% 184
2019
Q2 		– Sell
-952
Closed -$76K – 327
2019
Q1 		$76K Hold
952
– – 0.03% 234
2018
Q4 		$70K Sell
952
-1,589
-63% -$112K 0.05% 141
2018
Q3 		$173K Hold
2,541
– – 0.06% 245
2018
Q2 		$148K Sell
2,541
-275
-10% -$15.5K 0.05% 249
2018
Q1 		$148K Buy
2,816
+390
+16% +$21.1K 0.05% 252
2017
Q4 		$131K Sell
2,426
-315
-11% -$17.5K 0.05% 258
2017
Q3 		$169K Sell
2,741
-721
-21% -$43.7K 0.07% 247
2017
Q2 		$213K Buy
3,462
+1,635
+89% +$99.5K 0.1% 197
2017
Q1 		$112K Hold
1,827
– – 0.06% 232
2016
Q4 		$103K Buy
+1,827
New +$107K 0.05% 232

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 $3.38T AUM 44.17% 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

Intellectus Partners's MRK Position: Q2 2026 in Review

Intellectus Partners reduced its Merck (MRK) stake by 2% in Q2 2026, selling an estimated $22.7K and leaving 9,435 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #121.

Intellectus Partners first reported a position in MRK in Q4 2016 and has held it in 27 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Intellectus Partners held 9,435 shares of Merck worth $1.22M as of Q2 2026.
  • Intellectus Partners sold 194 Merck shares in Q2 2026, an estimated $22.7K.
  • Merck made up 0.21% of Intellectus Partners's portfolio in Q2 2026, its #121 holding.
  • Intellectus Partners first reported a position in Merck in Q4 2016 and has held it in 27 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.