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Orion Capital Management’s Merck MRK Stock Holding History

Orion 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 		$1.02M Buy
7,922
+16
+0.2% +$1.87K 0.31% 57
2026
Q1 		$951K Sell
7,906
-104
-1% -$12K 0.33% 50
2025
Q4 		$843K Buy
8,010
+20
+0.3% +$1.88K 0.28% 62
2025
Q3 		$671K Sell
7,990
-2,840
-26% -$234K 0.23% 72
2025
Q2 		$857K Sell
10,830
-159
-1% -$12.6K 0.33% 53
2025
Q1 		$986K Buy
10,989
+5,334
+94% +$498K 0.42% 42
2024
Q4 		$563K Buy
5,655
+120
+2% +$12.4K 0.25% 65
2024
Q3 		$629K Hold
5,535
– – 0.31% 66
2024
Q2 		$685K Sell
5,535
-700
-11% -$90.2K 0.36% 55
2024
Q1 		$823K Hold
6,235
– – 0.44% 49
2023
Q4 		$680K Sell
6,235
-293
-4% -$30.4K 0.4% 51
2023
Q3 		$672K Sell
6,528
-650
-9% -$70.1K 0.44% 46
2023
Q2 		$828K Sell
7,178
-800
-10% -$90.8K 0.54% 43
2023
Q1 		$849K Hold
7,978
– – 0.57% 38
2022
Q4 		$885K Hold
7,978
– – 0.65% 36
2022
Q3 		$687K Buy
7,978
+2,775
+53% +$248K 0.55% 44
2022
Q2 		$474K Buy
5,203
+200
+4% +$17.7K 0.37% 54
2022
Q1 		$410K Buy
5,003
+773
+18% +$60.9K 0.25% 73
2021
Q4 		$324K Buy
4,230
+500
+13% +$39.8K 0.18% 90
2021
Q3 		$280K Hold
3,730
– – 0.17% 95
2021
Q2 		$290K Sell
3,730
-148
-4% -$11K 0.18% 90
2021
Q1 		$285K Buy
3,878
+3,123
+414% +$230K 0.2% 89
2020
Q4 		$59K Buy
+755
New +$57.7K 0.04% 148

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

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

Orion Capital Management increased its Merck (MRK) stake by 0.2% in Q2 2026, buying an estimated $1.87K and bringing the position to 7,922 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #57.

Orion Capital Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Orion Capital Management held 7,922 shares of Merck worth $1.02M as of Q2 2026.
  • Orion Capital Management bought 16 Merck shares in Q2 2026, an estimated $1.87K.
  • Merck made up 0.31% of Orion Capital Management's portfolio in Q2 2026, its #57 holding.
  • Orion Capital Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.