MHR
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Matthew Hamilton Rosenberg’s Merck MRK Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$808K Sell
5,562
-110
-2% -$15.2K 0.14% 73
2026
Q2 		$729K Buy
5,672
+542
+11% +$63.4K 0.14% 76
2026
Q1 		$617K Buy
5,130
+247
+5% +$28.5K 0.13% 74
2025
Q4 		$514K Sell
4,883
-110
-2% -$10.3K 0.11% 87
2025
Q3 		$419K Sell
4,993
-40
-0.8% -$3.3K 0.09% 105
2025
Q2 		$398K Buy
5,033
+1,349
+37% +$107K 0.09% 107
2025
Q1 		$331K Buy
3,684
+469
+15% +$43.8K 0.08% 110
2024
Q4 		$320K Sell
3,215
-375
-10% -$38.7K 0.08% 118
2024
Q3 		$408K Buy
3,590
+161
+5% +$19.1K 0.11% 88
2024
Q2 		$439K Buy
3,429
+338
+11% +$43.5K 0.13% 76
2024
Q1 		$405K Sell
3,091
-254
-8% -$31.3K 0.12% 87
2023
Q4 		$365K Buy
3,345
+59
+2% +$6.12K 0.11% 94
2023
Q3 		$338K Sell
3,286
-378
-10% -$40.7K 0.11% 93
2023
Q2 		$423K Sell
3,664
-446
-11% -$50.6K 0.14% 74
2023
Q1 		$437K Buy
4,110
+1
+0% +$108 0.14% 77
2022
Q4 		$456K Buy
4,109
+74
+2% +$7.56K 0.15% 74
2022
Q3 		$347K Buy
4,035
+424
+12% +$37.9K 0.13% 96
2022
Q2 		$334K Buy
3,611
+328
+10% +$29.1K 0.13% 102
2022
Q1 		$269K Buy
3,283
+682
+26% +$53.8K 0.09% 138
2021
Q4 		$199K Sell
2,601
-224
-8% -$17.8K 0.07% 185
2021
Q3 		$212K Buy
2,825
+711
+34% +$54.1K 0.08% 155
2021
Q2 		$164K Sell
2,114
-49
-2% -$3.64K 0.09% 170
2021
Q1 		$159K Buy
2,163
+117
+6% +$8.63K 0.09% 157
2020
Q4 		$160K Buy
2,046
+409
+25% +$31.3K 0.1% 143
2020
Q3 		$130K Buy
1,637
+133
+9% +$10.4K 0.1% 144
2020
Q2 		$111K Buy
1,504
+120
+9% +$9.03K 0.09% 165
2020
Q1 		$102K Buy
+1,384
New +$109K 0.1% 117

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Matthew Hamilton Rosenberg's MRK Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Merck (MRK) stake by 1.9% in Q3 2026, selling an estimated $15.2K and leaving 5,562 shares worth $808K. The position accounts for 0.14% of the portfolio, ranked #73.

Matthew Hamilton Rosenberg first reported a position in MRK in Q1 2020 and has held it in 27 quarters since. 2,589 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Matthew Hamilton Rosenberg held 5,562 shares of Merck worth $808K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 110 Merck shares in Q3 2026, an estimated $15.2K.
  • Merck made up 0.14% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #73 holding.
  • Matthew Hamilton Rosenberg first reported a position in Merck in Q1 2020 and has held it in 27 quarters since.
  • 2,589 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.