Kovitz Investment Group Partners
MRK icon

Kovitz Investment Group Partners’s Merck MRK Stock Holding History

Kovitz Investment Group 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
Q1 		$8.03M Buy
66,758
+24,856
+59% +$2.87M 0.19% 108
2025
Q4 		$4.41M Sell
41,902
-325,351
-89% -$30.5M 0.1% 151
2025
Q3 		$30.9M Sell
367,253
-936,627
-72% -$77.1M 0.12% 161
2025
Q2 		$103M Sell
1,303,880
-204,026
-14% -$16.2M 0.44% 61
2025
Q1 		$135M Buy
1,507,906
+167,772
+13% +$15.7M 0.68% 36
2024
Q4 		$133M Buy
1,340,134
+1,119,080
+506% +$115M 0.65% 39
2024
Q3 		$21M Buy
221,054
+99,236
+81% +$11.8M 0.15% 130
2024
Q2 		$15.1M Sell
121,818
-380
-0.3% -$48.9K 0.13% 121
2024
Q1 		$16.1M Buy
122,198
+36,127
+42% +$4.45M 0.2% 72
2023
Q4 		$9.38M Sell
86,071
-107
-0.1% -$11.1K 0.16% 73
2023
Q3 		$8.87M Sell
86,178
-3,748
-4% -$404K 0.16% 78
2023
Q2 		$10.4M Sell
89,926
-5,663
-6% -$643K 0.15% 67
2023
Q1 		$10.2M Sell
95,589
-3,144
-3% -$339K 0.18% 71
2022
Q4 		$11M Sell
98,733
-877
-0.9% -$89.6K 0.22% 68
2022
Q3 		$8.58M Buy
99,610
+753
+0.8% +$67.2K 0.2% 78
2022
Q2 		$9.01M Sell
98,857
-5,925
-6% -$525K 0.2% 80
2022
Q1 		$8.6M Buy
104,782
+11,622
+12% +$916K 0.16% 91
2021
Q4 		$7.62M Sell
93,160
-69,336
-43% -$5.52M 0.18% 84
2021
Q3 		$12.2M Sell
162,496
-796
-0.5% -$60.5K 0.24% 57
2021
Q2 		$12.7M Buy
163,292
+39,507
+32% +$2.94M 0.25% 55
2021
Q1 		$9.11M Buy
123,785
+26,154
+27% +$1.93M 0.21% 78
2020
Q4 		$7.62M Sell
97,631
-2,563
-3% -$196K 0.19% 82
2020
Q3 		$7.93M Buy
100,194
+2,482
+3% +$194K 0.22% 73
2020
Q2 		$7.21M Buy
97,712
+24,856
+34% +$1.87M 0.22% 71
2020
Q1 		$5.35M Buy
72,856
+3,288
+5% +$258K 0.19% 87
2019
Q4 		$6.04M Sell
69,568
-343
-0.5% -$28.2K 0.18% 90
2019
Q3 		$989K Buy
69,911
+2,525
+4% +$202K 0.03% 266
2019
Q2 		$5.39M Buy
67,386
+10,313
+18% +$790K 0.17% 94
2019
Q1 		$4.53M Buy
57,073
+1,019
+2% +$76.2K 0.14% 107
2018
Q4 		$4.09M Buy
56,054
+51,225
+1,061% +$3.62M 0.16% 98
2018
Q3 		$327K Buy
4,829
+53
+1% +$3.38K 0.01% 130
2018
Q2 		$277K Sell
4,776
-676
-12% -$38.1K 0.01% 134
2018
Q1 		$283K Sell
5,452
-515
-9% -$27.8K 0.01% 129
2017
Q4 		$320 Buy
5,967
+15
+0.3% +$832 0.01% 136
2017
Q3 		$364K Sell
5,952
-104
-2% -$6.3K 0.02% 128
2017
Q2 		$370K Sell
6,056
-413
-6% -$25.1K 0.02% 129
2017
Q1 		$392K Buy
6,469
+110
+2% +$6.67K 0.02% 108
2016
Q4 		$357K Buy
6,359
+314
+5% +$18.4K 0.02% 99
2016
Q3 		$360K Hold
6,045
– – 0.02% 109
2016
Q2 		$332K Buy
6,045
+71
+1% +$3.78K 0.02% 111
2016
Q1 		$302K Buy
+5,974
New +$293K 0.02% 117

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

Kovitz Investment Group Partners's MRK Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Merck (MRK) stake by 59% in Q1 2026, buying an estimated $2.87M and bringing the position to 66,758 shares worth $8.03M. The position accounts for 0.19% of the portfolio, ranked #108.

Kovitz Investment Group Partners first reported a position in MRK in Q1 2016 and has held it in 41 quarters since. The position peaked at $135M in Q1 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Kovitz Investment Group Partners held 66,758 shares of Merck worth $8.03M as of Q1 2026.
  • Kovitz Investment Group Partners bought 24,856 Merck shares in Q1 2026, an estimated $2.87M.
  • Merck made up 0.19% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #108 holding.
  • Kovitz Investment Group Partners first reported a position in Merck in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Merck position peaked at $135M in Q1 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.