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Osprey Private Wealth’s Merck MRK Stock Holding History

Osprey Private Wealth’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 		$4.52M Buy
35,180
+1,360
+4% +$159K 1.17% 31
2026
Q1 		$4.07M Buy
33,820
+4,580
+16% +$529K 1.18% 30
2025
Q4 		$3.08M Buy
29,240
+14,015
+92% +$1.32M 0.89% 32
2025
Q3 		$1.28M Buy
15,225
+8,900
+141% +$733K 0.46% 39
2025
Q2 		$512K Buy
6,325
+700
+12% +$55.6K 0.28% 39
2025
Q1 		$505K Buy
5,625
+2,500
+80% +$233K 0.3% 40
2024
Q4 		$311K Buy
3,125
+75
+2% +$7.73K 0.22% 41
2024
Q3 		$346K Buy
+3,050
New +$362K 0.24% 41

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

Osprey Private Wealth's MRK Position: Q2 2026 in Review

Osprey Private Wealth increased its Merck (MRK) stake by 4% in Q2 2026, buying an estimated $159K and bringing the position to 35,180 shares worth $4.52M. The position accounts for 1.17% of the portfolio, ranked #31.

Osprey Private Wealth first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Osprey Private Wealth held 35,180 shares of Merck worth $4.52M as of Q2 2026.
  • Osprey Private Wealth bought 1,360 Merck shares in Q2 2026, an estimated $159K.
  • Merck made up 1.17% of Osprey Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Osprey Private Wealth first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.