NCM
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Next Capital Management’s Merck MRK Stock Holding History

Next 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 		$204K Sell
1,591
-148
-9% -$17.3K 0.06% 132
2026
Q1 		$209K Buy
+1,739
New +$201K 0.06% 122
2025
Q3 		– Sell
-5,814
Closed -$461K – 144
2025
Q2 		$461K Buy
5,814
+1,447
+33% +$115K 0.17% 86
2025
Q1 		$392K Buy
4,367
+254
+6% +$23.7K 0.19% 85
2024
Q4 		$409K Sell
4,113
-675
-14% -$69.6K 0.17% 94
2024
Q3 		$544K Sell
4,788
-103
-2% -$12.2K 0.22% 79
2024
Q2 		$606K Buy
4,891
+533
+12% +$68.7K 0.25% 72
2024
Q1 		$575K Buy
4,358
+770
+21% +$94.9K 0.23% 75
2023
Q4 		$391K Buy
3,588
+76
+2% +$7.89K 0.17% 85
2023
Q3 		$362K Hold
3,512
– – 0.16% 83
2023
Q2 		$405K Hold
3,512
– – 0.19% 77
2023
Q1 		$374K Hold
3,512
– – 0.18% 82
2022
Q4 		$390K Sell
3,512
-168
-5% -$17.2K 0.21% 76
2022
Q3 		$317K Buy
3,680
+244
+7% +$21.8K 0.24% 80
2022
Q2 		$313K Buy
3,436
+24
+0.7% +$2.13K 0.23% 90
2022
Q1 		$280K Hold
3,412
– – 0.19% 94
2021
Q4 		$261K Hold
3,412
– – 0.18% 90
2021
Q3 		$256K Sell
3,412
-100
-3% -$7.61K 0.19% 89
2021
Q2 		$273K Sell
3,512
-169
-5% -$12.6K 0.17% 90
2021
Q1 		$271K Buy
3,681
+105
+3% +$7.75K 0.18% 92
2020
Q4 		$279K Buy
+3,576
New +$273K 0.2% 84
2019
Q4 		– Sell
-262
Closed -$21K – 167
2019
Q3 		$21K Sell
262
-1,164
-82% -$93.3K 0.01% 191
2019
Q2 		$114K Buy
1,426
+813
+133% +$62.3K 0.08% 111
2019
Q1 		$49K Buy
613
+351
+134% +$26.3K 0.04% 151
2018
Q4 		$19K Buy
+262
New +$18.5K 0.02% 172

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

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

Next Capital Management reduced its Merck (MRK) stake by 8.5% in Q2 2026, selling an estimated $17.3K and leaving 1,591 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #132.

Next Capital Management first reported a position in MRK in Q4 2018 and has held it in 25 quarters since. The position peaked at $606K in Q2 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Next Capital Management held 1,591 shares of Merck worth $204K as of Q2 2026.
  • Next Capital Management sold 148 Merck shares in Q2 2026, an estimated $17.3K.
  • Merck made up 0.06% of Next Capital Management's portfolio in Q2 2026, its #132 holding.
  • Next Capital Management first reported a position in Merck in Q4 2018 and has held it in 25 quarters since.
  • Next Capital Management's Merck position peaked at $606K in Q2 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.