Neo Ivy Capital Management’s Merck MRK Stock Holding History

Neo Ivy 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	$401K	Buy	+3,119	New	+$365K	0.09%	233
2025 Q3	–	Sell	-9,718	Closed	-$769K	–	488
2025 Q2	$769K	Sell	9,718 -35,530	-79%	-$2.82M	0.25%	145
2025 Q1	$4.06M	Buy	45,248 +18,083	+67%	+$1.69M	1.29%	7
2024 Q4	$2.7M	Sell	27,165 -7,165	-21%	-$739K	0.54%	77
2024 Q3	$3.9M	Buy	+34,330	New	+$4.08M	1.26%	9
2022 Q4	–	Sell	-1,849	Closed	-$159K	–	480
2022 Q3	$159K	Sell	1,849 -773	-29%	-$69K	0.42%	90
2022 Q2	$239K	Sell	2,622 -9,952	-79%	-$882K	0.64%	37
2022 Q1	$1.03M	Buy	12,574 +6,978	+125%	+$550K	0.93%	4
2021 Q4	$429K	Buy	+5,596	New	+$446K	0.62%	36
2020 Q2	–	Sell	-4,422	Closed	-$325K	–	545
2020 Q1	$325K	Buy	+4,422	New	+$348K	0.53%	42

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neo Ivy Capital Management's MRK Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Merck (MRK) in Q2 2026: 3,119 shares worth $401K. The stake represents 0.09% of the portfolio and ranks #233 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in MRK as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in MRK in Q1 2020 and has held it in 10 quarters since. The position peaked at $4.06M in Q1 2025. 3,850 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Neo Ivy Capital Management held 3,119 shares of Merck worth $401K as of Q2 2026.
Merck was a new Neo Ivy Capital Management position in Q2 2026.
Merck made up 0.09% of Neo Ivy Capital Management's portfolio in Q2 2026, its #233 holding.
Neo Ivy Capital Management first reported a position in Merck in Q1 2020 and has held it in 10 quarters since.
Neo Ivy Capital Management's Merck position peaked at $4.06M in Q1 2025.
3,850 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.