Pinnacle West Asset Management’s Merck MRK Stock Holding History

Pinnacle West Asset 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	$1.22M	Hold	9,470	–	–	0.84%	37
2026 Q1	$1.14M	Sell	9,470 -275	-3%	-$31.7K	0.77%	37
2025 Q4	$1.03M	Buy	9,745 +100	+1%	+$9.39K	0.67%	40
2025 Q3	$810K	Buy	9,645 +225	+2%	+$18.5K	0.52%	53
2025 Q2	$746K	Sell	9,420 -75	-0.8%	-$5.96K	0.52%	54
2025 Q1	$852K	Buy	9,495 +65	+0.7%	+$6.07K	0.62%	46
2024 Q4	$938K	Sell	9,430 -50	-0.5%	-$5.16K	0.67%	40
2024 Q3	$1.08M	Hold	9,480	–	–	0.77%	37
2024 Q2	$1.17M	Hold	9,480	–	–	0.91%	34
2024 Q1	$1.25M	Sell	9,480 -45	-0.5%	-$5.55K	0.99%	36
2023 Q4	$1.04M	Buy	9,525 +230	+2%	+$23.9K	0.89%	37
2023 Q3	$957K	Buy	9,295 +355	+4%	+$38.3K	0.94%	37
2023 Q2	$1.03M	Sell	8,940 -100	-1%	-$11.4K	1%	36
2023 Q1	$962K	Buy	+9,040	New	+$976K	1%	35

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

Pinnacle West Asset Management's MRK Position: Q2 2026 in Review

Pinnacle West Asset Management held its Merck (MRK) position steady in Q2 2026 at 9,470 shares worth $1.22M. The position accounts for 0.84% of the portfolio, ranked #37.

Pinnacle West Asset Management first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Pinnacle West Asset Management held 9,470 shares of Merck worth $1.22M as of Q2 2026.
Pinnacle West Asset Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.84% of Pinnacle West Asset Management's portfolio in Q2 2026, its #37 holding.
Pinnacle West Asset Management first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's Merck position peaked at $1.25M in Q1 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.