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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
Q2 		$5.25M Sell
40,605
-203
-0.5% -$23.8K 0.89% 30
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 2.03% 10

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

Studio Investment Management's MRK Position: Q2 2026 in Review

Studio Investment Management reduced its Merck (MRK) stake by 0.5% in Q2 2026, selling an estimated $23.8K and leaving 40,605 shares worth $5.25M. The position accounts for 0.89% of the portfolio, ranked #30.

Studio Investment Management first reported a position in MRK in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.07M in Q4 2022. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Studio Investment Management held 40,605 shares of Merck worth $5.25M as of Q2 2026.
  • Studio Investment Management sold 203 Merck shares in Q2 2026, an estimated $23.8K.
  • Merck made up 0.89% of Studio Investment Management's portfolio in Q2 2026, its #30 holding.
  • Studio Investment Management first reported a position in Merck in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Merck position peaked at $6.07M in Q4 2022.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.