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
2021
Q3 		– Sell
-1,504
Closed -$25K – 442
2021
Q2 		$25K Buy
+1,504
New +$112K ﹤0.01% 422

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State Street
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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.