NIM
MRK icon

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
Q2 		$52M Buy
404,459
+40,020
+11% +$4.68M 0.19% 91
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NEOS Investment Management's MRK Position: Q2 2026 in Review

NEOS Investment Management increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $4.68M and bringing the position to 404,459 shares worth $52M. The position accounts for 0.19% of the portfolio, ranked #91.

NEOS Investment Management first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • NEOS Investment Management held 404,459 shares of Merck worth $52M as of Q2 2026.
  • NEOS Investment Management bought 40,020 Merck shares in Q2 2026, an estimated $4.68M.
  • Merck made up 0.19% of NEOS Investment Management's portfolio in Q2 2026, its #91 holding.
  • NEOS Investment Management first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.