NEOS Investment Management’s Merck MRK Stock Holding History

NEOS 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 Q1	$43.8M	Sell	364,439 -45,111	-11%	-$5.21M	0.22%	82
2025 Q4	$43.1M	Buy	409,550 +61,866	+18%	+$5.81M	0.25%	74
2025 Q3	$29.2M	Buy	347,684 +99,074	+40%	+$8.16M	0.22%	83
2025 Q2	$19.7M	Buy	248,610 +44,085	+22%	+$3.5M	0.24%	78
2025 Q1	$18.4M	Buy	204,525 +59,188	+41%	+$5.53M	0.35%	53
2024 Q4	$14.5M	Buy	145,337 +10,899	+8%	+$1.12M	0.34%	51
2024 Q3	$15.3M	Buy	134,438 +23,402	+21%	+$2.78M	0.46%	44
2024 Q2	$13.7M	Buy	111,036 +38,792	+54%	+$5M	0.57%	30
2024 Q1	$9.53M	Buy	72,244 +23,627	+49%	+$2.91M	0.59%	34
2023 Q4	$5.3M	Buy	48,617 +14,657	+43%	+$1.52M	0.5%	40
2023 Q3	$3.5M	Buy	+33,960	New	+$3.66M	0.45%	46

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return