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Ridgewood Investments’s Merck MRK Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-1,000
Closed -$7.2K – 497
2025
Q2 		$7.2K Buy
+1,000
New +$79.5K ﹤0.01% 555

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ridgewood Investments's MRK Position: Q2 2026 in Review

Ridgewood Investments reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $149K and leaving 9,440 shares worth $1.21M. The position accounts for 0.45% of the portfolio, ranked #69.

Ridgewood Investments first reported a position in MRK in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.88M in Q3 2025. 1,976 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ridgewood Investments held 9,440 shares of Merck worth $1.21M as of Q2 2026.
  • Ridgewood Investments sold 1,270 Merck shares in Q2 2026, an estimated $149K.
  • Merck made up 0.45% of Ridgewood Investments's portfolio in Q2 2026, its #69 holding.
  • Ridgewood Investments first reported a position in Merck in Q4 2016 and has held it in 35 quarters since.
  • Ridgewood Investments's Merck position peaked at $1.88M in Q3 2025.
  • 1,976 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.