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Legacy Investment Solutions’s Merck MRK Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.27K Buy
+16
New +$1.27K ﹤0.01% 567
2024
Q4 		$1.66K Sell
19
-111
-85% -$11.4K ﹤0.01% 523
2024
Q3 		$12.8K Buy
+130
New +$15.4K 0.01% 276

Other funds holding MRK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's MRK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Merck (MRK) in Q2 2025: 16 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MRK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MRK in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.8K in Q3 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Legacy Investment Solutions held 16 shares of Merck worth $1.27K as of Q2 2025.
  • Merck was a new Legacy Investment Solutions position in Q2 2025.
  • Merck made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #567 holding.
  • Legacy Investment Solutions first reported a position in Merck in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Merck position peaked at $12.8K in Q3 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.