MPCG
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Matrix Private Capital Group’s Merck MRK Stock Holding History

Matrix Private Capital Group’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
Q2 		$1.11M Buy
8,551
+175
+2% +$20.5K 0.48% 37
2026
Q1 		$1.01M Sell
8,376
-69
-0.8% -$7.97K 0.49% 36
2025
Q4 		$896K Buy
8,445
+601
+8% +$56.4K 0.45% 39
2025
Q3 		$665K Buy
7,844
+404
+5% +$33.3K 0.35% 43
2025
Q2 		$595K Sell
7,440
-591
-7% -$47K 0.35% 45
2025
Q1 		$727K Sell
8,031
-340
-4% -$31.7K 0.43% 43
2024
Q4 		$840K Hold
8,371
– – 0.48% 40
2024
Q3 		$957K Hold
8,371
– – 0.55% 36
2024
Q2 		$1.04M Buy
8,371
+72
+0.9% +$9.27K 0.66% 30
2024
Q1 		$1.1M Sell
8,299
-164
-2% -$20.2K 0.75% 27
2023
Q4 		$929K Sell
8,463
-40
-0.5% -$4.15K 0.7% 30
2023
Q3 		$882K Buy
8,503
+1
+0% +$108 0.66% 32
2023
Q2 		$987K Sell
8,502
-11
-0.1% -$1.25K 0.72% 32
2023
Q1 		$912K Sell
8,513
-88
-1% -$9.5K 0.63% 36
2022
Q4 		$961K Sell
8,601
-7
-0.1% -$716 0.63% 34
2022
Q3 		$747K Sell
8,608
-2,299
-21% -$205K 0.51% 43
2022
Q2 		$1M Buy
10,907
+379
+4% +$33.6K 0.57% 38
2022
Q1 		$871K Sell
10,528
-461
-4% -$36.3K 0.43% 53
2021
Q4 		$850K Buy
10,989
+252
+2% +$20.1K 0.4% 56
2021
Q3 		$813K Buy
10,737
+125
+1% +$9.51K 0.43% 57
2021
Q2 		$832K Sell
10,612
-486
-4% -$36.1K 0.46% 53
2021
Q1 		$823K Buy
11,098
+2,544
+30% +$188K 0.5% 49
2020
Q4 		$673K Sell
8,554
-54
-0.6% -$4.13K 0.48% 55
2020
Q3 		$686K Hold
8,608
– – 0.7% 39
2020
Q2 		$640K Buy
8,608
+232
+3% +$17.5K 0.71% 43
2020
Q1 		$620K Sell
8,376
-1,048
-11% -$82.4K 0.88% 35
2019
Q4 		$823K Buy
+9,424
New +$774K 0.86% 35

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

Matrix Private Capital Group's MRK Position: Q2 2026 in Review

Matrix Private Capital Group increased its Merck (MRK) stake by 2.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 8,551 shares worth $1.11M. The position accounts for 0.48% of the portfolio, ranked #37.

Matrix Private Capital Group first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Matrix Private Capital Group held 8,551 shares of Merck worth $1.11M as of Q2 2026.
  • Matrix Private Capital Group bought 175 Merck shares in Q2 2026, an estimated $20.5K.
  • Merck made up 0.48% of Matrix Private Capital Group's portfolio in Q2 2026, its #37 holding.
  • Matrix Private Capital Group first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.