Regatta Capital Group’s Merck MRK Stock Holding History

Regatta Capital 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 Q1	$536K	Buy	4,453 +21	+0.5%	+$2.42K	0.08%	135
2025 Q4	$467K	Sell	4,432 -96	-2%	-$9.01K	0.07%	141
2025 Q3	$380K	Sell	4,528 -7	-0.2%	-$577	0.06%	155
2025 Q2	$359K	Hold	4,535	–	–	0.06%	160
2025 Q1	$407K	Buy	4,535 +201	+5%	+$18.8K	0.08%	136
2024 Q4	$431K	Sell	4,334 -47	-1%	-$4.84K	0.08%	125
2024 Q3	$498K	Buy	4,381 +19	+0.4%	+$2.26K	0.1%	124
2024 Q2	$540K	Sell	4,362 -31	-0.7%	-$3.99K	0.12%	110
2024 Q1	$580K	Sell	4,393 -5	-0.1%	-$616	0.13%	105
2023 Q4	$479K	Buy	4,398 +233	+6%	+$24.2K	0.13%	108
2023 Q3	$429K	Buy	4,165 +82	+2%	+$8.84K	0.14%	108
2023 Q2	$471K	Buy	4,083 +226	+6%	+$25.7K	0.15%	105
2023 Q1	$428K	Hold	3,857	–	–	0.15%	110
2022 Q4	$428K	Buy	3,857 +9	+0.2%	+$920	0.15%	110
2022 Q3	$351K	Buy	3,848 +723	+23%	+$64.5K	0.14%	119
2022 Q2	$285K	Sell	3,125 -648	-17%	-$57.4K	0.14%	123
2022 Q1	$310K	Sell	3,773 -84	-2%	-$6.62K	0.11%	135
2021 Q4	$296K	Buy	+3,857	New	+$307K	0.1%	148

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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