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
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 $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

Matrix Private Capital Group's MRK Position: Q1 2026 in Review

Matrix Private Capital Group reduced its Merck (MRK) stake by 0.82% in Q1 2026, selling an estimated $7.97K and leaving 8,376 shares worth $1.01M. The position accounts for 0.49% of the portfolio, ranked #36.

Matrix Private Capital Group first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Matrix Private Capital Group held 8,376 shares of Merck worth $1.01M as of Q1 2026.
  • Matrix Private Capital Group sold 69 Merck shares in Q1 2026, an estimated $7.97K.
  • Merck made up 0.49% of Matrix Private Capital Group's portfolio in Q1 2026, its #36 holding.
  • Matrix Private Capital Group first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's Merck position peaked at $1.1M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.