Nelson Capital Management’s Merck MRK Stock Holding History

Nelson 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	$516K	Hold	4,016	–	–	0.06%	86
2026 Q1	$483K	Sell	4,016 -29	-0.7%	-$3.35K	0.06%	82
2025 Q4	$426K	Sell	4,045 -613	-13%	-$57.5K	0.05%	88
2025 Q3	$391K	Sell	4,658 -250	-5%	-$20.6K	0.05%	91
2025 Q2	$389K	Sell	4,908 -316	-6%	-$25.1K	0.05%	88
2025 Q1	$469K	Sell	5,224 -500	-9%	-$46.7K	0.08%	81
2024 Q4	$569K	Sell	5,724 -30,402	-84%	-$3.13M	0.09%	82
2024 Q3	$4.1M	Buy	36,126 +904	+3%	+$107K	0.69%	37
2024 Q2	$4.36M	Buy	35,222 +1,658	+5%	+$214K	0.77%	32
2024 Q1	$4.43M	Sell	33,564 -719	-2%	-$88.6K	0.85%	33
2023 Q4	$3.74M	Sell	34,283 -825	-2%	-$85.6K	0.84%	34
2023 Q3	$3.61M	Sell	35,108 -986	-3%	-$106K	0.89%	35
2023 Q2	$4.17M	Sell	36,094 -703	-2%	-$79.8K	1.08%	30
2023 Q1	$3.92M	Sell	36,797 -1,101	-3%	-$119K	1.11%	31
2022 Q4	$4.21M	Sell	37,898 -78	-0.2%	-$7.97K	1.23%	32
2022 Q3	$3.27M	Buy	37,976 +34,506	+994%	+$3.08M	0.96%	40
2022 Q2	$316K	Hold	3,470	–	–	0.09%	83
2022 Q1	$285K	Hold	3,470	–	–	0.06%	92
2021 Q4	$266K	Hold	3,470	–	–	0.05%	96
2021 Q3	$261K	Hold	3,470	–	–	0.05%	90
2021 Q2	$270K	Sell	3,470 -156	-4%	-$11.6K	0.05%	91
2021 Q1	$267K	Hold	3,626	–	–	0.06%	89
2020 Q4	$283K	Sell	3,626 -398	-10%	-$30.4K	0.06%	82
2020 Q3	$319K	Sell	4,024 -262	-6%	-$20.5K	0.06%	85
2020 Q2	$316K	Sell	4,286 -349	-8%	-$26.3K	0.07%	80
2020 Q1	$340K	Hold	4,635	–	–	0.09%	75
2019 Q4	$402K	Sell	4,635 -944	-17%	-$77.5K	0.08%	79
2019 Q3	$448K	Buy	5,579 +821	+17%	+$65.8K	0.11%	70
2019 Q2	$381K	Sell	4,758 -472	-9%	-$36.1K	0.09%	77
2019 Q1	$415K	Sell	5,230 -32	-0.6%	-$2.39K	0.1%	70
2018 Q4	$384K	Hold	5,262	–	–	0.11%	72
2018 Q3	$356K	Buy	5,262 +640	+14%	+$40.8K	0.08%	71
2018 Q2	$268K	Buy	4,622 +786	+20%	+$44.3K	0.07%	78
2018 Q1	$199K	Sell	3,836 -510	-12%	-$27.5K	0.05%	89
2017 Q4	$233K	Buy	4,346 +175	+4%	+$9.7K	0.07%	81
2017 Q3	$255K	Hold	4,171	–	–	0.08%	76
2017 Q2	$255K	Hold	4,171	–	–	0.09%	77
2017 Q1	$253K	Hold	4,171	–	–	0.09%	76
2016 Q4	$234K	Buy	4,171 +838	+25%	+$49K	0.08%	77
2016 Q3	$198K	Buy	3,333 +969	+41%	+$56.7K	0.07%	80
2016 Q2	$130K	Sell	2,364 -441	-16%	-$23.5K	0.05%	77
2016 Q1	$142K	Hold	2,805	–	–	0.05%	72
2015 Q4	$141K	Buy	2,805 +524	+23%	+$26.4K	0.05%	71
2015 Q3	$108K	Hold	2,281	–	–	0.04%	82
2015 Q2	$124K	Sell	2,281 -72	-3%	-$4.04K	0.04%	85
2015 Q1	$129K	Hold	2,353	–	–	0.05%	82
2014 Q4	$127K	Buy	2,353 +175	+8%	+$9.75K	0.05%	87
2014 Q3	$123K	Sell	2,178 -358	-14%	-$20.1K	0.05%	89
2014 Q2	$140K	Sell	2,536 -231	-8%	-$12.6K	0.06%	79
2014 Q1	$150K	Buy	2,767 +199	+8%	+$10.3K	0.07%	77
2013 Q4	$123K	Hold	2,568	–	–	0.05%	81
2013 Q3	$117K	Hold	2,568	–	–	0.06%	82
2013 Q2	$114K	Buy	+2,568	New	+$115K	0.06%	83

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

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

Nelson Capital Management held its Merck (MRK) position steady in Q2 2026 at 4,016 shares worth $516K. The position accounts for 0.06% of the portfolio, ranked #86.

Nelson Capital Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.43M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Nelson Capital Management held 4,016 shares of Merck worth $516K as of Q2 2026.
Nelson Capital Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.06% of Nelson Capital Management's portfolio in Q2 2026, its #86 holding.
Nelson Capital Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Nelson Capital Management's Merck position peaked at $4.43M in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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