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Jefferies Financial Group’s Merck MRK Stock Holding History

Jefferies Financial Group’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 		– Sell
-22,500
Closed -$2.37M – 2046
2025
Q4 		$2.37M Hold
22,500
– – 0.01% 740
2025
Q3 		$1.89M Hold
22,500
– – 0.01% 665
2025
Q2 		$1.78M Hold
22,500
– – 0.02% 560
2025
Q1 		$2.02M Sell
22,500
-12,000
-35% -$1.12M 0.02% 579
2024
Q4 		$3.43M Sell
34,500
-32,200
-48% -$3.32M 0.02% 485
2024
Q3 		$7.57M Buy
+66,700
New +$7.92M 0.05% 232
2024
Q2 		– Sell
-94,800
Closed -$12.5M – 1718
2024
Q1 		$12.5M Sell
94,800
-12,000
-11% -$1.48M 0.12% 139
2023
Q4 		$11.6M Buy
106,800
+81,800
+327% +$8.49M 0.08% 196
2023
Q3 		$2.57M Buy
+25,000
New +$2.69M 0.02% 541

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

Jefferies Financial Group's MRK Position: Q2 2026 in Review

Jefferies Financial Group increased its Merck (MRK) stake by 0.35% in Q2 2026, buying an estimated $148K and bringing the position to 362,956 shares worth $46.6M. The position accounts for 0.31% of the portfolio, ranked #66.

Jefferies Financial Group first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.7M in Q4 2025. 3,851 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Jefferies Financial Group held 362,956 shares of Merck worth $46.6M as of Q2 2026.
  • Jefferies Financial Group bought 1,268 Merck shares in Q2 2026, an estimated $148K.
  • Merck made up 0.31% of Jefferies Financial Group's portfolio in Q2 2026, its #66 holding.
  • Jefferies Financial Group first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Merck position peaked at $52.7M in Q4 2025.
  • 3,851 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.