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Stonebrook Private’s Merck MRK Stock Holding History

Stonebrook Private’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 		$686K Buy
5,341
+550
+11% +$64.4K 0.13% 115
2026
Q1 		$576K Buy
4,791
+555
+13% +$64.1K 0.12% 108
2025
Q4 		$446K Buy
4,236
+247
+6% +$23.2K 0.09% 131
2025
Q3 		$335K Buy
3,989
+6
+0.2% +$494 0.07% 154
2025
Q2 		$313K Sell
3,983
-31,083
-89% -$2.47M 0.07% 153
2025
Q1 		$3.15M Sell
35,066
-558
-2% -$52.1K 0.82% 33
2024
Q4 		$3.54M Sell
35,624
-523
-1% -$53.9K 0.93% 24
2024
Q3 		$4.1M Sell
36,147
-1,225
-3% -$146K 1.09% 25
2024
Q2 		$4.63M Buy
37,372
+1,106
+3% +$142K 1.33% 23
2024
Q1 		$4.79M Buy
36,266
+1,893
+6% +$233K 1.4% 20
2023
Q4 		$3.75M Buy
+34,373
New +$3.57M 1.25% 24

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

Stonebrook Private's MRK Position: Q2 2026 in Review

Stonebrook Private increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $64.4K and bringing the position to 5,341 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #115.

Stonebrook Private first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.79M in Q1 2024. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Stonebrook Private held 5,341 shares of Merck worth $686K as of Q2 2026.
  • Stonebrook Private bought 550 Merck shares in Q2 2026, an estimated $64.4K.
  • Merck made up 0.13% of Stonebrook Private's portfolio in Q2 2026, its #115 holding.
  • Stonebrook Private first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's Merck position peaked at $4.79M in Q1 2024.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.