MCM
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Morton Capital Management’s Merck MRK Stock Holding History

Morton Capital 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 		$968K Buy
7,531
+598
+9% +$70K 0.13% 51
2026
Q1 		$834K Sell
6,933
-304
-4% -$35.1K 0.12% 53
2025
Q4 		$762K Buy
7,237
+192
+3% +$18K 0.12% 53
2025
Q3 		$591K Buy
7,045
+42
+0.6% +$3.46K 0.1% 64
2025
Q2 		$554K Sell
7,003
-423
-6% -$33.6K 0.1% 66
2025
Q1 		$667K Buy
7,426
+67
+0.9% +$6.26K 0.13% 56
2024
Q4 		$732K Sell
7,359
-8
-0.1% -$825 0.14% 54
2024
Q3 		$837K Buy
7,367
+578
+9% +$68.7K 0.16% 48
2024
Q2 		$841K Buy
6,789
+30
+0.4% +$3.86K 0.2% 46
2024
Q1 		$892K Buy
6,759
+211
+3% +$26K 0.24% 41
2023
Q4 		$714K Sell
6,548
-1,081
-14% -$112K 0.21% 45
2023
Q3 		$785K Buy
7,629
+100
+1% +$10.8K 0.28% 36
2023
Q2 		$869K Buy
7,529
+1,000
+15% +$114K 0.3% 34
2023
Q1 		$695K Buy
6,529
+4
+0.1% +$432 0.25% 42
2022
Q4 		$724K Sell
6,525
-503
-7% -$51.4K 0.28% 35
2022
Q3 		$605K Sell
7,028
-445
-6% -$39.7K 0.28% 35
2022
Q2 		$681K Buy
7,473
+45
+0.6% +$3.99K 0.3% 33
2022
Q1 		$609K Buy
7,428
+206
+3% +$16.2K 0.25% 39
2021
Q4 		$553K Buy
+7,222
New +$575K 0.22% 46

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morton Capital Management's MRK Position: Q2 2026 in Review

Morton Capital Management increased its Merck (MRK) stake by 8.6% in Q2 2026, buying an estimated $70K and bringing the position to 7,531 shares worth $968K. The position accounts for 0.13% of the portfolio, ranked #51.

Morton Capital Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Morton Capital Management held 7,531 shares of Merck worth $968K as of Q2 2026.
  • Morton Capital Management bought 598 Merck shares in Q2 2026, an estimated $70K.
  • Merck made up 0.13% of Morton Capital Management's portfolio in Q2 2026, its #51 holding.
  • Morton Capital Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.