MF
MRK icon

Montis Financial’s Merck MRK Stock Holding History

Montis Financial’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 		$255K Sell
1,984
-619
-24% -$72.5K 0.05% 136
2026
Q1 		$313K Buy
2,603
+376
+17% +$43.4K 0.06% 124
2025
Q4 		$234K Buy
+2,227
New +$209K 0.05% 140
2025
Q1 		– Sell
-2,078
Closed -$207K – 147
2024
Q4 		$207K Buy
+2,078
New +$214K 0.06% 132
2023
Q3 		– Sell
-2,726
Closed -$314K – 71
2023
Q2 		$314K Buy
2,726
+141
+5% +$16K 0.21% 44
2023
Q1 		$275K Hold
2,585
– – 0.21% 46
2022
Q4 		$287K Sell
2,585
-27
-1% -$2.76K 0.24% 42
2022
Q3 		$225K Sell
2,612
-326
-11% -$29.1K 0.22% 52
2022
Q2 		$268K Hold
2,938
– – 0.25% 46
2022
Q1 		$241K Sell
2,938
-11
-0.4% -$867 0.19% 60
2021
Q4 		$226K Hold
2,949
– – 0.16% 81
2021
Q3 		$245K Sell
2,949
-1,973
-40% -$150K 0.21% 54
2021
Q2 		$383K Sell
4,922
-411
-8% -$30.6K 0.32% 42
2021
Q1 		$392K Buy
5,333
+11
+0.2% +$811 0.37% 38
2020
Q4 		$391K Buy
+5,322
New +$407K 0.39% 37

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

Montis Financial's MRK Position: Q2 2026 in Review

Montis Financial reduced its Merck (MRK) stake by 24% in Q2 2026, selling an estimated $72.5K and leaving 1,984 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #136.

Montis Financial first reported a position in MRK in Q4 2020 and has held it in 15 quarters since. The position peaked at $392K in Q1 2021. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Montis Financial held 1,984 shares of Merck worth $255K as of Q2 2026.
  • Montis Financial sold 619 Merck shares in Q2 2026, an estimated $72.5K.
  • Merck made up 0.05% of Montis Financial's portfolio in Q2 2026, its #136 holding.
  • Montis Financial first reported a position in Merck in Q4 2020 and has held it in 15 quarters since.
  • Montis Financial's Merck position peaked at $392K in Q1 2021.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.