Millstone Evans Group’s Merck MRK Stock Holding History

Millstone Evans 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	$1.36M	Sell	10,569 -3,017	-22%	-$353K	0.73%	25
2026 Q1	$1.63M	Hold	13,586	–	–	0.98%	19
2025 Q4	$1.43M	Buy	13,586 +791	+6%	+$74.3K	0.84%	21
2025 Q3	$1.07M	Sell	12,795 -254	-2%	-$20.9K	0.68%	23
2025 Q2	$1.03M	Buy	13,049 +26	+0.2%	+$2.07K	0.7%	26
2025 Q1	$1.17M	Sell	13,023 -158	-1%	-$14.8K	0.79%	25
2024 Q4	$1.31M	Buy	+13,181	New	+$1.36M	0.89%	22

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millstone Evans Group's MRK Position: Q2 2026 in Review

Millstone Evans Group reduced its Merck (MRK) stake by 22% in Q2 2026, selling an estimated $353K and leaving 10,569 shares worth $1.36M. The position accounts for 0.73% of the portfolio, ranked #25.

Millstone Evans Group first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Millstone Evans Group held 10,569 shares of Merck worth $1.36M as of Q2 2026.
Millstone Evans Group sold 3,017 Merck shares in Q2 2026, an estimated $353K.
Merck made up 0.73% of Millstone Evans Group's portfolio in Q2 2026, its #25 holding.
Millstone Evans Group first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Merck position peaked at $1.63M in Q1 2026.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.