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Robertson Stephens Wealth Management’s Merck MRK Stock Holding History

Robertson Stephens Wealth 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 		$11.6M Sell
89,372
-2,791
-3% -$327K 0.28% 65
2026
Q1 		$11.2M Sell
92,163
-2
-0% -$231 0.31% 63
2025
Q4 		$9.78M Buy
92,165
+61,239
+198% +$5.75M 0.25% 75
2025
Q3 		$2.62M Buy
30,926
+5,089
+20% +$419K 0.08% 157
2025
Q2 		$2.07M Sell
25,837
-9,609
-27% -$764K 0.07% 187
2025
Q1 		$3.21M Sell
35,446
-454
-1% -$42.4K 0.11% 150
2024
Q4 		$3.6M Sell
35,900
-4,148
-10% -$428K 0.13% 144
2024
Q3 		$4.58M Buy
40,048
+797
+2% +$94.7K 0.17% 123
2024
Q2 		$4.89M Buy
39,251
+7,069
+22% +$911K 0.25% 78
2024
Q1 		$4.27M Sell
32,182
-4,901
-13% -$604K 0.23% 81
2023
Q4 		$4.07M Buy
37,083
+2,959
+9% +$307K 0.25% 72
2023
Q3 		$3.54M Buy
34,124
+2,123
+7% +$229K 0.24% 89
2023
Q2 		$3.72M Sell
32,001
-73
-0.2% -$8.29K 0.26% 82
2023
Q1 		$3.44M Sell
32,074
-955
-3% -$103K 0.26% 83
2022
Q4 		$3.69M Buy
33,029
+97
+0.3% +$9.91K 0.36% 64
2022
Q3 		$2.86M Sell
32,932
-3,406
-9% -$304K 0.3% 71
2022
Q2 		$3.34M Sell
36,338
-347
-0.9% -$30.8K 0.31% 69
2022
Q1 		$3.04M Buy
36,685
+169
+0.5% +$13.3K 0.25% 81
2021
Q4 		$2.82M Buy
36,516
+18,313
+101% +$1.46M 0.24% 93
2021
Q3 		$1.38M Buy
18,203
+33
+0.2% +$2.51K 0.16% 91
2021
Q2 		$1.42M Sell
18,170
-2,284
-11% -$170K 0.17% 96
2021
Q1 		$1.52M Buy
20,454
+9,861
+93% +$727K 0.24% 74
2020
Q4 		$833K Buy
10,593
+1,250
+13% +$95.6K 0.17% 97
2020
Q3 		$744K Buy
9,343
+1,378
+17% +$108K 0.18% 104
2020
Q2 		$592K Sell
7,965
-6,641
-45% -$500K 0.17% 98
2020
Q1 		$1.08M Buy
14,606
+3,642
+33% +$286K 0.37% 62
2019
Q4 		$957K Sell
10,964
-9,463
-46% -$777K 0.48% 42
2019
Q3 		$1.65M Buy
+20,427
New +$1.64M 0.84% 29

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

Robertson Stephens Wealth Management's MRK Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Merck (MRK) stake by 3% in Q2 2026, selling an estimated $327K and leaving 89,372 shares worth $11.6M. The position accounts for 0.28% of the portfolio, ranked #65.

Robertson Stephens Wealth Management first reported a position in MRK in Q3 2019 and has held it in 28 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Robertson Stephens Wealth Management held 89,372 shares of Merck worth $11.6M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 2,791 Merck shares in Q2 2026, an estimated $327K.
  • Merck made up 0.28% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Robertson Stephens Wealth Management first reported a position in Merck in Q3 2019 and has held it in 28 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.