Orion Investment Company’s Merck MRK Stock Holding History

Orion Investment Company’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	$2.62M	Sell	20,383 -191	-0.9%	-$22.4K	0.76%	30
2026 Q1	$2.47M	Hold	20,574	–	–	0.79%	29
2025 Q4	$2.17M	Hold	20,574	–	–	0.66%	31
2025 Q3	$1.73M	Sell	20,574 -600	-3%	-$49.4K	0.55%	33
2025 Q2	$1.68M	Sell	21,174 -774	-4%	-$61.5K	0.59%	32
2025 Q1	$1.97M	Sell	21,948 -12	-0.1%	-$1.12K	0.81%	28
2024 Q4	$2.18M	Hold	21,960	–	–	0.87%	29
2024 Q3	$2.49M	Hold	21,960	–	–	0.97%	23
2024 Q2	$2.72M	Buy	+21,960	New	+$2.83M	1.08%	20

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Orion Investment Company's MRK Position: Q2 2026 in Review

Orion Investment Company reduced its Merck (MRK) stake by 0.93% in Q2 2026, selling an estimated $22.4K and leaving 20,383 shares worth $2.62M. The position accounts for 0.76% of the portfolio, ranked #30.

Orion Investment Company first reported a position in MRK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.72M in Q2 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Orion Investment Company held 20,383 shares of Merck worth $2.62M as of Q2 2026.
Orion Investment Company sold 191 Merck shares in Q2 2026, an estimated $22.4K.
Merck made up 0.76% of Orion Investment Company's portfolio in Q2 2026, its #30 holding.
Orion Investment Company first reported a position in Merck in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's Merck position peaked at $2.72M in Q2 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.