MIM
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Morningstar Investment Management’s Merck MRK Stock Holding History

Morningstar Investment Management’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 		$4.19M Hold
34,870
– – 0.26% 90
2026
Q1 		$4.19M Sell
34,870
-7,385
-17% -$853K 0.26% 90
2025
Q4 		$4.45M Sell
42,255
-93,011
-69% -$8.73M 0.26% 84
2025
Q3 		$11.4M Buy
135,266
+124,342
+1,138% +$10.2M 0.42% 46
2025
Q2 		$865K Buy
+10,924
New +$868K 0.08% 79

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morningstar Investment Management's MRK Position: Q2 2026 in Review

Morningstar Investment Management held its Merck (MRK) position steady in Q2 2026 at 34,870 shares worth $4.19M. The position accounts for 0.26% of the portfolio, ranked #90.

Morningstar Investment Management first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q3 2025. 1,952 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Morningstar Investment Management held 34,870 shares of Merck worth $4.19M as of Q2 2026.
  • Morningstar Investment Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.26% of Morningstar Investment Management's portfolio in Q2 2026, its #90 holding.
  • Morningstar Investment Management first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • Morningstar Investment Management's Merck position peaked at $11.4M in Q3 2025.
  • 1,952 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.