Shufro Rose & Co’s Merck MRK Stock Holding History

Shufro Rose & Co’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	$1.71M	Sell	14,197 -183	-1%	-$21.1K	0.12%	85
2025 Q4	$1.51M	Sell	14,380 -2,288	-14%	-$215K	0.1%	88
2025 Q3	$1.5M	Hold	16,668	–	–	0.12%	96
2025 Q2	$1.5M	Hold	16,668	–	–	0.12%	97
2025 Q1	$1.5M	Sell	16,668 -908	-5%	-$84.8K	0.12%	97
2024 Q4	$1.75M	Sell	17,576 -7,235	-29%	-$746K	0.14%	83
2024 Q3	$3.07M	Hold	24,811	–	–	0.25%	62
2024 Q2	$3.07M	Buy	24,811 +1,812	+8%	+$233K	0.25%	62
2024 Q1	$3.03M	Buy	22,999 +1,700	+8%	+$210K	0.25%	62
2023 Q4	$2.19M	Sell	21,299 -500	-2%	-$51.9K	0.21%	62
2023 Q3	$2.24M	Sell	21,799 -164	-0.7%	-$17.7K	0.21%	62
2023 Q2	$2.53M	Buy	21,963 +244	+1%	+$27.7K	0.23%	61
2023 Q1	$2.31M	Sell	21,719 -50	-0.2%	-$5.4K	0.21%	66
2022 Q4	$2.42M	Buy	21,769 +259	+1%	+$26.5K	0.2%	73
2022 Q3	$1.85M	Buy	21,510 +739	+4%	+$66K	0.19%	73
2022 Q2	$1.89M	Buy	20,771 +1,200	+6%	+$106K	0.16%	77
2022 Q1	$1.61M	Sell	19,571 -1,931	-9%	-$152K	0.12%	90
2021 Q4	$1.65M	Hold	21,502	–	–	0.12%	95
2021 Q3	$1.61M	Sell	21,502 -1,500	-7%	-$114K	0.13%	90
2021 Q2	$1.79M	Sell	23,002 -1,104	-5%	-$82.1K	0.13%	80
2021 Q1	$1.77M	Buy	24,106 +1,011	+4%	+$74.6K	0.14%	77
2020 Q4	$1.8M	Buy	23,095 +384	+2%	+$29.4K	0.15%	78
2020 Q3	$1.8M	Buy	22,711 +2,463	+12%	+$193K	0.17%	77
2020 Q2	$1.49M	Sell	20,248 -839	-4%	-$63.2K	0.15%	77
2020 Q1	$1.55M	Buy	21,087 +333	+2%	+$26.2K	0.18%	74
2019 Q4	$1.8M	Buy	20,754 +1,048	+5%	+$86.1K	0.16%	80
2019 Q3	$1.58M	Sell	19,706 -1,016	-5%	-$81.4K	0.16%	88
2019 Q2	$1.66M	Buy	20,722 +73	+0.4%	+$5.59K	0.16%	85
2019 Q1	$1.64M	Hold	20,649	–	–	0.16%	89
2018 Q4	$1.51M	Sell	20,649 -105	-0.5%	-$7.41K	0.17%	94
2018 Q3	$1.41M	Hold	20,754	–	–	0.13%	110
2018 Q2	$1.2M	Hold	20,754	–	–	0.11%	114
2018 Q1	$1.08M	Hold	20,754	–	–	0.11%	114
2017 Q4	$1.11M	Hold	20,754	–	–	0.11%	113
2017 Q3	$1.27M	Buy	20,754 +20,225	+3,823%	+$1.23M	0.13%	106
2017 Q2	$555K	Sell	529 -8,540	-94%	-$520K	0.06%	149
2017 Q1	$550K	Hold	9,069	–	–	0.06%	149
2016 Q4	$509K	Hold	9,069	–	–	0.06%	155
2016 Q3	$540K	Sell	9,069 -10,427	-53%	-$610K	0.06%	150
2016 Q2	$1.07M	Sell	19,496 -2,447	-11%	-$130K	0.12%	107
2016 Q1	$1.11M	Buy	21,943 +12,905	+143%	+$632K	0.12%	107
2015 Q4	$455K	Sell	9,038 -42	-0.5%	-$2.12K	0.05%	160
2015 Q3	$427K	Buy	9,080 +42	+0.5%	+$2.23K	0.05%	162
2015 Q2	$490K	Hold	9,038	–	–	0.05%	160
2015 Q1	$495K	Hold	9,038	–	–	0.05%	163
2014 Q4	$489K	Sell	9,038 -15,986	-64%	-$891K	0.05%	169
2014 Q3	$1.42M	Hold	25,024	–	–	0.15%	99
2014 Q2	$1.38M	Sell	25,024 -2,607	-9%	-$142K	0.14%	98
2014 Q1	$1.5M	Sell	27,631 -90	-0.3%	-$4.66K	0.16%	90
2013 Q4	$1.32M	Buy	27,721 +2,607	+10%	+$119K	0.14%	91
2013 Q3	$1.14M	Sell	25,114 -3,655	-13%	-$167K	0.13%	95
2013 Q2	$1.27M	Buy	+28,769	New	+$1.28M	0.15%	87

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shufro Rose & Co's MRK Position: Q1 2026 in Review

Shufro Rose & Co reduced its Merck (MRK) stake by 1.3% in Q1 2026, selling an estimated $21.1K and leaving 14,197 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #85.

Shufro Rose & Co first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.07M in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Shufro Rose & Co held 14,197 shares of Merck worth $1.71M as of Q1 2026.
Shufro Rose & Co sold 183 Merck shares in Q1 2026, an estimated $21.1K.
Merck made up 0.12% of Shufro Rose & Co's portfolio in Q1 2026, its #85 holding.
Shufro Rose & Co first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Shufro Rose & Co's Merck position peaked at $3.07M in Q3 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.