Occudo Quantitative Strategies’s Merck MRK Stock Holding History

Occudo Quantitative Strategies’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	$389K	Buy	+3,567	New	+$412K	0.02%	538
2025 Q4	–	Sell	-18,766	Closed	-$1.58M	–	838
2025 Q3	$1.58M	Buy	+18,766	New	+$1.55M	0.19%	139
2025 Q2	–	Sell	-8,138	Closed	-$726K	–	804
2025 Q1	$726K	Buy	+8,138	New	+$760K	0.1%	293
2024 Q4	–	Sell	-47,618	Closed	-$5.41M	–	842
2024 Q3	$5.41M	Buy	+47,618	New	+$5.66M	0.99%	12
2022 Q3	–	Sell	-44,237	Closed	-$4.03M	–	1343
2022 Q2	$4.03M	Sell	44,237 -32,524	-42%	-$2.88M	0.33%	57
2022 Q1	$6.3M	Buy	+76,761	New	+$6.05M	0.53%	6
2021 Q4	–	Sell	-32,033	Closed	-$2.41M	–	1180
2021 Q3	$2.41M	Buy	+32,033	New	+$2.44M	0.29%	56

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Occudo Quantitative Strategies's MRK Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Merck (MRK) in Q1 2026: 3,567 shares worth $389K. The stake represents 0.02% of the portfolio and ranks #538 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in MRK as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in MRK in Q3 2021 and has held it in 7 quarters since. The position peaked at $6.3M in Q1 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Occudo Quantitative Strategies held 3,567 shares of Merck worth $389K as of Q1 2026.
Merck was a new Occudo Quantitative Strategies position in Q1 2026.
Merck made up 0.02% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #538 holding.
Occudo Quantitative Strategies first reported a position in Merck in Q3 2021 and has held it in 7 quarters since.
Occudo Quantitative Strategies's Merck position peaked at $6.3M in Q1 2022.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.