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Newbridge Financial Services Group’s Merck MRK Stock Holding History

Newbridge Financial Services Group’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 		$1.68M Buy
13,054
+10,143
+348% +$1.19M 0.21% 93
2026
Q1 		$350K Sell
2,911
-95
-3% -$11K 0.06% 168
2025
Q4 		$316K Buy
3,006
+432
+17% +$40.6K 0.05% 180
2025
Q3 		$216K Sell
2,574
-290
-10% -$23.9K 0.03% 287
2025
Q2 		$227K Buy
2,864
+136
+5% +$10.8K 0.04% 270
2025
Q1 		$245K Sell
2,728
-548
-17% -$51.2K 0.06% 172
2024
Q4 		$326K Sell
3,276
-741
-18% -$76.4K 0.08% 162
2024
Q3 		$456K Sell
4,017
-86
-2% -$10.2K 0.16% 101
2024
Q2 		$508K Buy
4,103
+1,684
+70% +$217K 0.19% 96
2024
Q1 		$319K Sell
2,419
-14
-0.6% -$1.73K 0.14% 134
2023
Q4 		$265K Sell
2,433
-447
-16% -$46.4K 0.13% 152
2023
Q3 		$297K Buy
2,880
+201
+8% +$21.7K 0.15% 138
2023
Q2 		$309K Sell
2,679
-830
-24% -$94.2K 0.15% 140
2023
Q1 		$373K Sell
3,509
-210
-6% -$22.7K 0.2% 108
2022
Q4 		$413K Buy
3,719
+528
+17% +$54K 0.24% 93
2022
Q3 		$275K Buy
3,191
+273
+9% +$24.4K 0.16% 141
2022
Q2 		$266K Buy
2,918
+152
+5% +$13.5K 0.17% 129
2022
Q1 		$227K Buy
2,766
+590
+27% +$46.5K 0.11% 178
2021
Q4 		$167K Buy
2,176
+1,223
+128% +$97.4K 0.08% 224
2021
Q3 		$72K Sell
953
-676
-41% -$51.4K 0.05% 325
2021
Q2 		$127K Buy
1,629
+136
+9% +$10.1K 0.08% 242
2021
Q1 		$110K Buy
1,493
+286
+24% +$21.1K 0.08% 237
2020
Q4 		$94K Hold
1,207
– – 0.08% 232
2020
Q3 		$96K Buy
+1,207
New +$94.5K 0.09% 201

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 $3.38T AUM 44.17% 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

Newbridge Financial Services Group's MRK Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Merck (MRK) stake by 348% in Q2 2026, buying an estimated $1.19M and bringing the position to 13,054 shares worth $1.68M. The position accounts for 0.21% of the portfolio, ranked #93.

Newbridge Financial Services Group first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Newbridge Financial Services Group held 13,054 shares of Merck worth $1.68M as of Q2 2026.
  • Newbridge Financial Services Group bought 10,143 Merck shares in Q2 2026, an estimated $1.19M.
  • Merck made up 0.21% of Newbridge Financial Services Group's portfolio in Q2 2026, its #93 holding.
  • Newbridge Financial Services Group first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.