Narwhal Capital Management’s Merck MRK Stock Holding History

Narwhal 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
2016 Q1	–	Sell	-13,624	Closed	-$687K	–	135
2015 Q4	$687K	Hold	13,624	–	–	0.24%	97
2015 Q3	$642K	Buy	+13,624	New	+$724K	0.24%	100
2015 Q2	–	Sell	-13,624	Closed	-$747K	–	128
2015 Q1	$747K	Hold	13,624	–	–	0.27%	97
2014 Q4	$738K	Hold	13,624	–	–	0.29%	94
2014 Q3	$771K	Buy	+13,624	New	+$765K	0.31%	95

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Narwhal Capital Management reduced its Merck (MRK) stake by 11% in Q2 2026, selling an estimated $1.39M and leaving 99,503 shares worth $12.8M. The position accounts for 0.88% of the portfolio, ranked #29.

Narwhal Capital Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q3 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Narwhal Capital Management held 99,503 shares of Merck worth $12.8M as of Q2 2026.
Narwhal Capital Management sold 11,872 Merck shares in Q2 2026, an estimated $1.39M.
Merck made up 0.88% of Narwhal Capital Management's portfolio in Q2 2026, its #29 holding.
Narwhal Capital Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Narwhal Capital Management's Merck position peaked at $16.1M in Q3 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.