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MRK icon

INVST’s Merck MRK Stock Holding History

INVST’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 		$299K Sell
2,487
-162
-6% -$18.7K 0.03% 290
2025
Q4 		$279K Buy
+2,649
New +$249K 0.03% 275
2025
Q1 		– Sell
-3,055
Closed -$304K – 312
2024
Q4 		$304K Sell
3,055
-7
-0.2% -$722 0.04% 206
2024
Q3 		$348K Sell
3,062
-320
-9% -$38K 0.04% 191
2024
Q2 		$433K Buy
3,382
+174
+5% +$22.4K 0.05% 186
2024
Q1 		$420K Buy
3,208
+1,042
+48% +$128K 0.05% 162
2023
Q4 		$275K Buy
+2,166
New +$225K 0.04% 180
2021
Q1 		– Sell
-2,660
Closed -$208K – 207
2020
Q4 		$208K Buy
+2,660
New +$203K 0.04% 154
2020
Q1 		– Sell
-2,408
Closed -$209K – 116
2019
Q4 		$209K Buy
+2,408
New +$198K 0.08% 86
2019
Q3 		– Sell
-2,887
Closed -$233K – 85
2019
Q2 		$233K Hold
2,887
– – 0.12% 54
2019
Q1 		$229K Buy
+2,887
New +$216K 0.11% 58

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

INVST's MRK Position: Q1 2026 in Review

INVST reduced its Merck (MRK) stake by 6.1% in Q1 2026, selling an estimated $18.7K and leaving 2,487 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #290.

INVST first reported a position in MRK in Q1 2019 and has held it in 11 quarters since. The position peaked at $433K in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • INVST held 2,487 shares of Merck worth $299K as of Q1 2026.
  • INVST sold 162 Merck shares in Q1 2026, an estimated $18.7K.
  • Merck made up 0.03% of INVST's portfolio in Q1 2026, its #290 holding.
  • INVST first reported a position in Merck in Q1 2019 and has held it in 11 quarters since.
  • INVST's Merck position peaked at $433K in Q2 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.