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Principal Securities’s Merck MRK Stock Holding History

Principal Securities’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 		$9.37M Buy
72,897
+227
+0.3% +$26.6K 0.11% 167
2026
Q1 		$8.74M Buy
72,670
+16,195
+29% +$1.87M 0.13% 148
2025
Q4 		$5.94M Buy
56,475
+9,229
+20% +$866K 0.09% 208
2025
Q3 		$3.97M Buy
47,246
+5,794
+14% +$477K 0.07% 276
2025
Q2 		$3.28M Sell
41,452
-8,668
-17% -$689K 0.06% 284
2025
Q1 		$4.99M Buy
50,120
+50
+0.1% +$4.67K 0.11% 178
2024
Q4 		$4.98M Sell
50,070
-2,228
-4% -$230K 0.11% 176
2024
Q3 		$5.94M Buy
52,298
+617
+1% +$73.3K 0.14% 138
2024
Q2 		$6.4M Buy
51,681
+7,882
+18% +$1.02M 0.18% 104
2024
Q1 		$5.78M Buy
43,799
+4,041
+10% +$498K 0.18% 113
2023
Q4 		$4.33M Buy
+39,758
New +$4.13M 0.16% 129

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

Principal Securities's MRK Position: Q2 2026 in Review

Principal Securities increased its Merck (MRK) stake by 0.31% in Q2 2026, buying an estimated $26.6K and bringing the position to 72,897 shares worth $9.37M. The position accounts for 0.11% of the portfolio, ranked #167.

Principal Securities first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 3,836 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Principal Securities held 72,897 shares of Merck worth $9.37M as of Q2 2026.
  • Principal Securities bought 227 Merck shares in Q2 2026, an estimated $26.6K.
  • Merck made up 0.11% of Principal Securities's portfolio in Q2 2026, its #167 holding.
  • Principal Securities first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 3,836 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.