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 Q2	$1.62M	Hold	12,600	–	–	0.01%	765
2026 Q1	$1.52M	Sell	12,600 -12,300	-49%	-$1.42M	0.01%	752
2025 Q4	$2.62M	Hold	24,900	–	–	0.01%	696
2025 Q3	$2.09M	Hold	24,900	–	–	0.01%	628
2025 Q2	$1.97M	Sell	24,900 -22,400	-47%	-$1.78M	0.02%	534
2025 Q1	$4.25M	Sell	47,300 -58,800	-55%	-$5.49M	0.04%	340
2024 Q4	$10.6M	Buy	106,100 +49,000	+86%	+$5.05M	0.06%	215
2024 Q3	$6.48M	Buy	+57,100	New	+$6.78M	0.05%	258
2024 Q1	–	Sell	-72,500	Closed	-$7.9M	–	1868
2023 Q4	$7.9M	Buy	72,500 +42,500	+142%	+$4.41M	0.05%	276
2023 Q3	$3.09M	Hold	30,000	–	–	0.03%	477
2023 Q2	$3.46M	Buy	+30,000	New	+$3.41M	0.03%	481
2023 Q1	–	Sell	-85,000	Closed	-$9.43M	–	1853
2022 Q4	$9.43M	Buy	+85,000	New	+$8.69M	0.07%	225

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.