Rockbridge Investment Management’s Merck MRK Stock Holding History

Rockbridge Investment 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	$257K	Buy	2,002 +61	+3%	+$7.14K	0.02%	130
2026 Q1	$234K	Hold	1,941	–	–	0.02%	133
2025 Q4	$204K	Buy	+1,941	New	+$182K	0.02%	134
2024 Q1	–	Sell	-1,492	Closed	-$163K	–	434
2023 Q4	$163K	Buy	+1,492	New	+$155K	0.02%	136
2022 Q3	–	Sell	-1,665	Closed	-$152K	–	408
2022 Q2	$152K	Sell	1,665 -2,217	-57%	-$197K	0.03%	119
2022 Q1	$324K	Buy	3,882 +90	+2%	+$7.1K	0.05%	116
2021 Q4	$291K	Buy	3,792 +358	+10%	+$28.5K	0.04%	140
2021 Q3	$258K	Buy	3,434 +51	+2%	+$3.88K	0.04%	124
2021 Q2	$263K	Sell	3,383 -130	-4%	-$9.67K	0.04%	127
2021 Q1	$258K	Sell	3,513 -5,900	-63%	-$435K	0.05%	120
2020 Q4	$735K	Buy	9,413 +1	+0%	+$76	0.15%	68
2020 Q3	$745K	Buy	9,412 +1	+0%	+$78	0.18%	59
2020 Q2	$694K	Buy	+9,411	New	+$708K	0.18%	62

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rockbridge Investment Management's MRK Position: Q2 2026 in Review

Rockbridge Investment Management increased its Merck (MRK) stake by 3.1% in Q2 2026, buying an estimated $7.14K and bringing the position to 2,002 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #130.

Rockbridge Investment Management first reported a position in MRK in Q2 2020 and has held it in 13 quarters since. The position peaked at $745K in Q3 2020. 3,850 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Rockbridge Investment Management held 2,002 shares of Merck worth $257K as of Q2 2026.
Rockbridge Investment Management bought 61 Merck shares in Q2 2026, an estimated $7.14K.
Merck made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #130 holding.
Rockbridge Investment Management first reported a position in Merck in Q2 2020 and has held it in 13 quarters since.
Rockbridge Investment Management's Merck position peaked at $745K in Q3 2020.
3,850 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.