PF
MRK icon

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
2024
Q4 		– Sell
-30,600
Closed -$3.48K – 391
2024
Q3 		$3.48K Buy
+30,600
New +$3.64M ﹤0.01% 362

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

Phoenix Financial's MRK Position: Q2 2026 in Review

Phoenix Financial reduced its Merck (MRK) stake by 16% in Q2 2026, selling an estimated $1.2M and leaving 52,551 shares worth $6.84M. The position accounts for 0.05% of the portfolio, ranked #114.

Phoenix Financial first reported a position in MRK in Q3 2019 and has held it in 23 quarters since. The position peaked at $31.7M in Q3 2020. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Phoenix Financial held 52,551 shares of Merck worth $6.84M as of Q2 2026.
  • Phoenix Financial sold 10,234 Merck shares in Q2 2026, an estimated $1.2M.
  • Merck made up 0.05% of Phoenix Financial's portfolio in Q2 2026, its #114 holding.
  • Phoenix Financial first reported a position in Merck in Q3 2019 and has held it in 23 quarters since.
  • Phoenix Financial's Merck position peaked at $31.7M in Q3 2020.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.