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Portside Wealth Group’s Merck MRK Stock Holding History

Portside Wealth Group’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 		$2.7M Buy
21,032
+1,051
+5% +$123K 0.31% 71
2026
Q1 		$2.4M Sell
19,981
-4,038
-17% -$466K 0.33% 71
2025
Q4 		$2.53M Sell
24,019
-452
-2% -$42.4K 0.34% 68
2025
Q3 		$2.05M Buy
24,471
+3,179
+15% +$262K 0.28% 81
2025
Q2 		$1.69M Buy
21,292
+939
+5% +$74.6K 0.25% 90
2025
Q1 		$1.83M Buy
20,353
+170
+0.8% +$15.9K 0.3% 81
2024
Q4 		$2.01M Buy
20,183
+3,774
+23% +$389K 0.33% 72
2024
Q3 		$1.86M Buy
16,409
+1,459
+10% +$173K 0.32% 76
2024
Q2 		$1.85M Sell
14,950
-1,620
-10% -$209K 0.35% 74
2024
Q1 		$2.19M Sell
16,570
-1,211
-7% -$149K 0.4% 71
2023
Q4 		$1.94M Sell
17,781
-826
-4% -$85.7K 0.36% 79
2023
Q3 		$1.92M Buy
18,607
+603
+3% +$65K 0.36% 74
2023
Q2 		$2.08M Buy
+18,004
New +$2.04M 0.39% 69

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Portside Wealth Group's MRK Position: Q2 2026 in Review

Portside Wealth Group increased its Merck (MRK) stake by 5.3% in Q2 2026, buying an estimated $123K and bringing the position to 21,032 shares worth $2.7M. The position accounts for 0.31% of the portfolio, ranked #71.

Portside Wealth Group first reported a position in MRK in Q2 2023 and has held it in 13 quarters since. 2,521 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Portside Wealth Group held 21,032 shares of Merck worth $2.7M as of Q2 2026.
  • Portside Wealth Group bought 1,051 Merck shares in Q2 2026, an estimated $123K.
  • Merck made up 0.31% of Portside Wealth Group's portfolio in Q2 2026, its #71 holding.
  • Portside Wealth Group first reported a position in Merck in Q2 2023 and has held it in 13 quarters since.
  • 2,521 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.