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Phoenix Financial’s Merck MRK Stock Holding History

Phoenix Financial’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 		$7.62M Sell
62,785
-2,021
-3% -$233K 0.07% 99
2025
Q4 		$6.87M Buy
64,806
+19,745
+44% +$1.85M 0.07% 108
2025
Q3 		$3.8M Sell
45,061
-777
-2% -$64K 0.05% 153
2025
Q2 		$3.65M Sell
45,838
-46,017
-50% -$3.66M 0.05% 151
2025
Q1 		$8.33M Sell
91,855
-9,450
-9% -$882K 0.13% 106
2024
Q4 		$10.1M Sell
101,305
-62,121
-38% -$6.4M 0.14% 94
2024
Q3 		$18.7M Buy
163,426
+45,668
+39% +$5.43M 0.28% 61
2024
Q2 		$14.8M Buy
117,758
+4,488
+4% +$578K 0.23% 66
2024
Q1 		$15M Buy
113,270
+19,024
+20% +$2.34M 0.21% 69
2023
Q4 		$11.3M Buy
94,246
+20,812
+28% +$2.16M 0.19% 65
2023
Q3 		$7.7M Buy
73,434
+13,559
+23% +$1.46M 0.14% 79
2023
Q2 		$6.91M Buy
59,875
+17,560
+41% +$1.99M 0.14% 76
2023
Q1 		$4.54M Buy
42,315
+19,787
+88% +$2.14M 0.1% 95
2022
Q4 		$2.52M Buy
22,528
+3,738
+20% +$382K 0.05% 122
2022
Q3 		$1.65M Buy
18,790
+3,234
+21% +$289K 0.04% 164
2022
Q2 		$1.43M Buy
+15,556
New +$1.38M 0.03% 197
2021
Q1 		– Sell
-372,199
Closed -$29.2M – 447
2020
Q4 		$29.2M Sell
372,199
-51,481
-12% -$3.94M 0.78% 49
2020
Q3 		$31.7M Sell
423,680
-683
-0.2% -$53.5K 1.33% 19
2020
Q2 		$29.9M Buy
424,363
+189,350
+81% +$14.3M 1.27% 18
2020
Q1 		$16.9M Buy
235,013
+147,969
+170% +$11.6M 0.86% 40
2019
Q4 		$7.55M Sell
87,044
-52,400
-38% -$4.3M 0.32% 90
2019
Q3 		$10.8M Buy
+139,444
New +$11.2M 0.51% 74

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Financial's MRK Position: Q1 2026 in Review

Phoenix Financial reduced its Merck (MRK) stake by 3.1% in Q1 2026, selling an estimated $233K and leaving 62,785 shares worth $7.62M. The position accounts for 0.07% of the portfolio, ranked #99.

Phoenix Financial first reported a position in MRK in Q3 2019 and has held it in 22 quarters since. The position peaked at $31.7M in Q3 2020. 3,788 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Phoenix Financial held 62,785 shares of Merck worth $7.62M as of Q1 2026.
  • Phoenix Financial sold 2,021 Merck shares in Q1 2026, an estimated $233K.
  • Merck made up 0.07% of Phoenix Financial's portfolio in Q1 2026, its #99 holding.
  • Phoenix Financial first reported a position in Merck in Q3 2019 and has held it in 22 quarters since.
  • Phoenix Financial's Merck position peaked at $31.7M in Q3 2020.
  • 3,788 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.