Neumann Capital Management’s Merck MRK Stock Holding History

Neumann 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	–	Sell	-7,227	Closed	-$869K	–	86
2026 Q1	$869K	Hold	7,227	–	–	0.26%	67
2025 Q4	$761K	Buy	7,227 +442	+7%	+$41.5K	0.22%	69
2025 Q3	$569K	Buy	6,785 +900	+15%	+$74.1K	0.17%	75
2025 Q2	$466K	Hold	5,885	–	–	0.15%	80
2025 Q1	$528K	Hold	5,885	–	–	0.18%	77
2024 Q4	$585K	Buy	5,885 +1,000	+20%	+$103K	0.19%	76
2024 Q3	$555K	Sell	4,885 -1,800	-27%	-$214K	0.18%	73
2024 Q2	$828K	Hold	6,685	–	–	0.28%	64
2024 Q1	$882K	Buy	6,685 +1,800	+37%	+$222K	0.31%	63
2023 Q4	$533K	Buy	4,885 +120	+3%	+$12.5K	0.21%	69
2023 Q3	$491K	Hold	4,765	–	–	0.21%	68
2023 Q2	$550K	Hold	4,765	–	–	0.23%	66
2023 Q1	$507K	Hold	4,765	–	–	0.22%	65
2022 Q4	$529K	Hold	4,765	–	–	0.25%	65
2022 Q3	$410K	Buy	4,765 +33	+0.7%	+$2.95K	0.21%	72
2022 Q2	$431K	Buy	4,732 +50	+1%	+$4.43K	0.22%	67
2022 Q1	$384K	Buy	4,682 +125	+3%	+$9.86K	0.16%	71
2021 Q4	$349K	Buy	4,557 +100	+2%	+$7.96K	0.14%	74
2021 Q3	$335K	Buy	4,457 +650	+17%	+$49.4K	0.15%	74
2021 Q2	$296K	Sell	3,807 -183	-5%	-$13.6K	0.13%	74
2021 Q1	$293K	Hold	3,990	–	–	0.14%	71
2020 Q4	$311K	Hold	3,990	–	–	0.16%	66
2020 Q3	$316K	Hold	3,990	–	–	0.18%	63
2020 Q2	$294K	Hold	3,990	–	–	0.18%	64
2020 Q1	$293K	Hold	3,990	–	–	0.21%	63
2019 Q4	$346K	Hold	3,990	–	–	0.2%	64
2019 Q3	$320K	Sell	3,990 -1,530	-28%	-$123K	0.2%	66
2019 Q2	$442K	Hold	5,520	–	–	0.27%	62
2019 Q1	$438K	Hold	5,520	–	–	0.28%	62
2018 Q4	$403K	Sell	5,520 -419	-7%	-$29.6K	0.3%	61
2018 Q3	$402K	Hold	5,939	–	–	0.24%	63
2018 Q2	$344K	Hold	5,939	–	–	0.22%	63
2018 Q1	$309K	Buy	5,939 +351	+6%	+$19K	0.2%	64
2017 Q4	$300K	Buy	5,588 +105	+2%	+$5.82K	0.18%	68
2017 Q3	$335K	Buy	5,483 +891	+19%	+$54K	0.21%	67
2017 Q2	$281K	Hold	4,592	–	–	0.18%	66
2017 Q1	$278K	Hold	4,592	–	–	0.18%	67
2016 Q4	$258K	Hold	4,592	–	–	0.17%	68
2016 Q3	$274K	Hold	4,592	–	–	0.18%	68
2016 Q2	$252K	Hold	4,592	–	–	0.17%	71
2016 Q1	$232K	Hold	4,592	–	–	0.15%	74
2015 Q4	$232K	Buy	+4,592	New	+$232K	0.16%	72
2015 Q3	–	Sell	-4,147	Closed	-$225K	–	79
2015 Q2	$225K	Hold	4,147	–	–	0.14%	74
2015 Q1	$227K	Hold	4,147	–	–	0.14%	79
2014 Q4	$225K	Buy	+4,147	New	+$231K	0.15%	81

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

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

Neumann Capital Management sold out of Merck (MRK) in Q2 2026, closing a stake of 7,227 shares — an estimated $869K sold.

Neumann Capital Management first reported a position in MRK in Q4 2014 and held it in 45 quarters. The position peaked at $882K in Q1 2024. 1,802 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Neumann Capital Management reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 7,227 Merck shares in Q2 2026, an estimated $869K.
Neumann Capital Management first reported a position in Merck in Q4 2014 and held it in 45 quarters.
Neumann Capital Management's Merck position peaked at $882K in Q1 2024.
1,802 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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