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

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's MRK Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Merck (MRK) stake by 50% in Q2 2026, selling an estimated $3.89M and leaving 33,485 shares worth $4.3M. The position accounts for 0.1% of the portfolio, ranked #144.

Kovitz Investment Group Partners first reported a position in MRK in Q1 2016 and has held it in 42 quarters since. The position peaked at $135M in Q1 2025. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kovitz Investment Group Partners held 33,485 shares of Merck worth $4.3M as of Q2 2026.
  • Kovitz Investment Group Partners sold 33,273 Merck shares in Q2 2026, an estimated $3.89M.
  • Merck made up 0.1% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #144 holding.
  • Kovitz Investment Group Partners first reported a position in Merck in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's Merck position peaked at $135M in Q1 2025.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.