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Spinnaker Investment Group’s Merck MRK Stock Holding History

Spinnaker Investment Group’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 		$343K Buy
2,671
+468
+21% +$54.8K 0.06% 123
2026
Q1 		$265K Buy
2,203
+57
+3% +$6.58K 0.05% 115
2025
Q4 		$226K Buy
+2,146
New +$201K 0.04% 153
2025
Q2 		– Sell
-2,269
Closed -$204K – 108
2025
Q1 		$204K Buy
+2,269
New +$212K 0.05% 103
2024
Q4 		– Sell
-2,744
Closed -$312K – 97
2024
Q3 		$312K Buy
2,744
+612
+29% +$72.7K 0.08% 71
2024
Q2 		$264K Sell
2,132
-622
-23% -$80.1K 0.07% 71
2024
Q1 		$363K Buy
2,754
+40
+1% +$4.93K 0.1% 63
2023
Q4 		$296K Sell
2,714
-166
-6% -$17.2K 0.09% 68
2023
Q3 		$296K Buy
2,880
+33
+1% +$3.56K 0.1% 68
2023
Q2 		$329K Sell
2,847
-682
-19% -$77.4K 0.11% 63
2023
Q1 		$375K Buy
3,529
+662
+23% +$71.5K 0.13% 59
2022
Q4 		$318K Buy
2,867
+383
+15% +$39.1K 0.11% 67
2022
Q3 		$213K Buy
2,484
+50
+2% +$4.46K 0.08% 78
2022
Q2 		$222K Sell
2,434
-433
-15% -$38.4K 0.09% 71
2022
Q1 		$234K Hold
2,867
– – 0.08% 77
2021
Q4 		$233K Buy
+2,867
New +$228K 0.08% 80

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Spinnaker Investment Group's MRK Position: Q2 2026 in Review

Spinnaker Investment Group increased its Merck (MRK) stake by 21% in Q2 2026, buying an estimated $54.8K and bringing the position to 2,671 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #123.

Spinnaker Investment Group first reported a position in MRK in Q4 2021 and has held it in 16 quarters since. The position peaked at $375K in Q1 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Spinnaker Investment Group held 2,671 shares of Merck worth $343K as of Q2 2026.
  • Spinnaker Investment Group bought 468 Merck shares in Q2 2026, an estimated $54.8K.
  • Merck made up 0.06% of Spinnaker Investment Group's portfolio in Q2 2026, its #123 holding.
  • Spinnaker Investment Group first reported a position in Merck in Q4 2021 and has held it in 16 quarters since.
  • Spinnaker Investment Group's Merck position peaked at $375K in Q1 2023.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.