K2 Principal Fund’s Merck MRK Stock Holding History

K2 Principal Fund’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
2021 Q4	–	Sell	-110,000	Closed	-$8.26M	–	403
2021 Q3	$8.26M	Buy	+110,000	New	+$8.37M	0.67%	39

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 $3.37T AUM 44.26% 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

K2 Principal Fund's MRK Position: Q2 2026 in Review

K2 Principal Fund sold out of Merck (MRK) in Q2 2026, closing a stake of 5,684 shares — an estimated $684K sold.

K2 Principal Fund first reported a position in MRK in Q4 2016 and held it in 7 quarters. The position peaked at $1.3M in Q4 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

K2 Principal Fund reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
K2 Principal Fund sold 5,684 Merck shares in Q2 2026, an estimated $684K.
K2 Principal Fund first reported a position in Merck in Q4 2016 and held it in 7 quarters.
K2 Principal Fund's Merck position peaked at $1.3M in Q4 2024.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.