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Montag & Caldwell’s Merck MRK Stock Holding History

Montag & Caldwell’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 		$83.3K Hold
1,052
– – 0.02% 96
2025
Q1 		$94.4K Hold
1,052
– – 0.02% 93
2024
Q4 		$105K Buy
+1,052
New +$108K 0.02% 98
2018
Q3 		– Sell
-6,078
Closed -$352K – 77
2018
Q2 		$352K Buy
+6,078
New +$343K 0.01% 71

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Montag & Caldwell's MRK Position: Q2 2025 in Review

Montag & Caldwell held its Merck (MRK) position steady in Q2 2025 at 1,052 shares worth $83.3K. The position accounts for 0.02% of the portfolio, ranked #96.

Montag & Caldwell first reported a position in MRK in Q2 2018 and has held it in 4 quarters since. The position peaked at $352K in Q2 2018. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • Montag & Caldwell held 1,052 shares of Merck worth $83.3K as of Q2 2025.
  • Montag & Caldwell left its Merck share count unchanged in Q2 2025.
  • Merck made up 0.02% of Montag & Caldwell's portfolio in Q2 2025, its #96 holding.
  • Montag & Caldwell first reported a position in Merck in Q2 2018 and has held it in 4 quarters since.
  • Montag & Caldwell's Merck position peaked at $352K in Q2 2018.
  • 3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.