Studio Investment Management’s Merck MRK Stock Holding History

Studio 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 Q1	$4.94M	Sell	40,808 -687	-2%	-$79.3K	0.89%	30
2025 Q4	$4.4M	Buy	41,495 +47	+0.1%	+$4.41K	0.8%	32
2025 Q3	$3.51M	Sell	41,448 -1,603	-4%	-$132K	0.66%	35
2025 Q2	$3.44M	Sell	43,051 -8	-0%	-$636	0.69%	33
2025 Q1	$3.9M	Buy	43,059 +423	+1%	+$39.5K	0.81%	31
2024 Q4	$4.28M	Sell	42,636 -975	-2%	-$101K	0.91%	30
2024 Q3	$4.99M	Buy	43,611 +158	+0.4%	+$18.8K	1.05%	23
2024 Q2	$5.45M	Sell	43,453 -17	-0%	-$2.19K	1.24%	20
2024 Q1	$5.77M	Sell	43,470 -660	-1%	-$81.3K	1.37%	19
2023 Q4	$4.81M	Sell	44,130 -3,163	-7%	-$328K	1.23%	20
2023 Q3	$4.9M	Sell	47,293 -2,040	-4%	-$220K	1.37%	18
2023 Q2	$5.73M	Sell	49,333 -1,956	-4%	-$222K	1.6%	18
2023 Q1	$5.49M	Sell	51,289 -3,398	-6%	-$367K	1.66%	19
2022 Q4	$6.07M	Sell	54,687 -2,178	-4%	-$223K	1.97%	12
2022 Q3	$4.9M	Sell	56,865 -6,870	-11%	-$613K	1.76%	14
2022 Q2	$5.81M	Sell	63,735 -2,290	-3%	-$203K	2.02%	13
2022 Q1	$5.42M	Buy	66,025 +435	+0.7%	+$34.3K	1.79%	12
2021 Q4	$5.03M	Buy	65,590 +2,355	+4%	+$188K	1.81%	11
2021 Q3	$4.75M	Buy	+63,235	New	+$4.81M	2.04%	10

Other funds holding MRK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return