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Sphera Funds Management’s Merck MRK Stock Holding History

Sphera Funds 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
Q1 		$5.85M Hold
48,600
– – 0.93% 38
2025
Q4 		$5.12M Hold
48,600
– – 0.99% 41
2025
Q3 		$4.08M Hold
48,600
– – 0.86% 41
2025
Q2 		$3.85M Sell
48,600
-11,000
-18% -$874K 0.9% 40
2025
Q1 		$5.35M Hold
59,600
– – 1.23% 23
2024
Q4 		$5.93M Hold
59,600
– – 1.07% 31
2024
Q3 		$6.77M Hold
59,600
– – 1.08% 31
2024
Q2 		$7.38M Sell
59,600
-44,000
-42% -$5.67M 1.01% 32
2024
Q1 		$13.7M Sell
103,600
-20,000
-16% -$2.47M 1.92% 12
2023
Q4 		$13.5M Hold
123,600
– – 2.17% 9
2023
Q3 		$12.7M Buy
123,600
+3,000
+2% +$323K 2.32% 8
2023
Q2 		$13.9M Hold
120,600
– – 2.17% 9
2023
Q1 		$12.8M Hold
120,600
– – 2.14% 11
2022
Q4 		$13.4M Sell
120,600
-246,400
-67% -$25.2M 2.87% 8
2022
Q3 		$31.6M Buy
367,000
+82,000
+29% +$7.32M 4.39% 6
2022
Q2 		$26M Buy
285,000
+6,800
+2% +$603K 2.78% 10
2022
Q1 		$22.8M Sell
278,200
-68,223
-20% -$5.38M 3.23% 10
2021
Q4 		$26.6M Buy
+346,423
New +$27.6M 2.92% 5
2021
Q3 		– Sell
-772,601
Closed -$60.1M – 136
2021
Q2 		$60.1M Sell
772,601
-75,030
-9% -$5.58M 4.06% 4
2021
Q1 		$62.4M Buy
847,631
+83,840
+11% +$6.18M 4.78% 4
2020
Q4 		$59.6M Sell
763,791
-162,440
-18% -$12.4M 5.29% 3
2020
Q3 		$73.3M Buy
926,231
+104,800
+13% +$8.21M 7.2% 1
2020
Q2 		$60.6M Sell
821,431
-88,776
-10% -$6.68M 5.7% 3
2020
Q1 		$66.8M Buy
910,207
+328,567
+56% +$25.8M 8.36% 2
2019
Q4 		$50.5M Buy
581,640
+89,080
+18% +$7.32M 4.16% 6
2019
Q3 		$39.6M Buy
492,560
+18,864
+4% +$1.51M 6.11% 3
2019
Q2 		$37.9M Buy
473,696
+78,600
+20% +$6.02M 5.18% 4
2019
Q1 		$31.4M Sell
395,096
-99,560
-20% -$7.45M 2.86% 6
2018
Q4 		$36.1M Sell
494,656
-322,784
-39% -$22.8M 4.07% 3
2018
Q3 		$55.3M Buy
817,440
+104,800
+15% +$6.68M 6.35% 2
2018
Q2 		$41.3M Buy
712,640
+104,800
+17% +$5.91M 5.69% 2
2018
Q1 		$31.6M Buy
607,840
+162,440
+36% +$8.77M 4.8% 2
2017
Q4 		$23.9M Hold
445,400
– – 2.81% 5
2017
Q3 		$27.2M Buy
445,400
+110,040
+33% +$6.67M 3.88% 4
2017
Q2 		$20.5M Buy
335,360
+26,200
+8% +$1.59M 3.48% 4
2017
Q1 		$18.7M Sell
309,160
-162,440
-34% -$9.86M 3.66% 6
2016
Q4 		$26.5M Buy
471,600
+157,200
+50% +$9.2M 6.71% 2
2016
Q3 		$18.7M Buy
314,400
+209,600
+200% +$12.3M 3.05% 3
2016
Q2 		$5.76M Buy
+104,800
New +$5.58M 1.5% 14
2015
Q3 		– Sell
-419,200
Closed -$22.8M – 134
2015
Q2 		$22.8M Buy
419,200
+26,200
+7% +$1.47M 2.23% 9
2015
Q1 		$21.6M Buy
+393,000
New +$22.3M 2.24% 10
2014
Q4 		– Sell
-437,571
Closed -$24.8M – 143
2014
Q3 		$24.8M Sell
437,571
-13,069
-3% -$734K 3.06% 7
2014
Q2 		$24.9M Sell
450,640
-104,800
-19% -$5.72M 6.13% 2
2014
Q1 		$30.1M Buy
555,440
+262,000
+89% +$13.6M 6.87% 4
2013
Q4 		$14M Buy
+293,440
New +$13.4M 3.9% 6

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Sphera Funds Management's MRK Position: Q1 2026 in Review

Sphera Funds Management held its Merck (MRK) position steady in Q1 2026 at 48,600 shares worth $5.85M. The position accounts for 0.93% of the portfolio, ranked #38.

Sphera Funds Management first reported a position in MRK in Q4 2013 and has held it in 45 quarters since. The position peaked at $73.3M in Q3 2020. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Sphera Funds Management held 48,600 shares of Merck worth $5.85M as of Q1 2026.
  • Sphera Funds Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.93% of Sphera Funds Management's portfolio in Q1 2026, its #38 holding.
  • Sphera Funds Management first reported a position in Merck in Q4 2013 and has held it in 45 quarters since.
  • Sphera Funds Management's Merck position peaked at $73.3M in Q3 2020.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sphera Funds Management's 13F filing for Q1 2026, filed 15 May 2026.