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Sustainable Insight Capital Management’s Merck MRK Stock Holding History

Sustainable Insight Capital 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 		$531K Buy
+4,412
New +$509K 0.18% 69
2024
Q3 		– Sell
-1,841
Closed -$228K – 84
2024
Q2 		$228K Buy
1,841
+300
+19% +$38.6K 0.11% 68
2024
Q1 		$203K Buy
+1,541
New +$190K 0.15% 64
2023
Q3 		– Sell
-1,841
Closed -$212K – 63
2023
Q2 		$212K Sell
1,841
-2,089
-53% -$237K 0.2% 50
2023
Q1 		$418K Buy
3,930
+900
+30% +$97.2K 0.42% 49
2022
Q4 		$336K Sell
3,030
-1,041
-26% -$106K 0.38% 60
2022
Q3 		$351K Sell
4,071
-116
-3% -$10.4K 0.41% 62
2022
Q2 		$378K Sell
4,187
-1,611
-28% -$143K 0.38% 61
2022
Q1 		$476K Sell
5,798
-249
-4% -$19.6K 0.34% 55
2021
Q4 		$463K Buy
6,047
+1,352
+29% +$108K 0.25% 52
2021
Q3 		$353K Sell
4,695
-503
-10% -$38.3K 0.23% 65
2021
Q2 		$404K Buy
5,198
+189
+4% +$14.1K 0.24% 73
2021
Q1 		$368K Sell
5,009
-1,153
-19% -$85K 0.24% 69
2020
Q4 		$481K Buy
+6,162
New +$471K 0.33% 53
2019
Q1 		– Sell
-3,458
Closed -$252K – 96
2018
Q4 		$252K Sell
3,458
-105
-3% -$7.41K 0.33% 52
2018
Q3 		$241K Sell
3,563
-105
-3% -$6.69K 0.16% 52
2018
Q2 		$212K Sell
3,668
-10,375
-74% -$585K 0.08% 71
2018
Q1 		$730K Buy
14,043
+9,956
+244% +$538K 0.29% 44
2017
Q4 		$219K Buy
+4,087
New +$227K 0.08% 55
2017
Q2 		– Sell
-17,711
Closed -$1.07M – 58
2017
Q1 		$1.07M Buy
+17,711
New +$1.07M 0.53% 35

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

Sustainable Insight Capital Management's MRK Position: Q1 2026 in Review

Sustainable Insight Capital Management opened a new position in Merck (MRK) in Q1 2026: 4,412 shares worth $531K. The stake represents 0.18% of the portfolio and ranks #69 among its holdings. This is a return to the name: Sustainable Insight Capital Management previously reported a position in MRK as recently as Q2 2024.

Sustainable Insight Capital Management first reported a position in MRK in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.07M in Q1 2017. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Sustainable Insight Capital Management held 4,412 shares of Merck worth $531K as of Q1 2026.
  • Merck was a new Sustainable Insight Capital Management position in Q1 2026.
  • Merck made up 0.18% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #69 holding.
  • Sustainable Insight Capital Management first reported a position in Merck in Q1 2017 and has held it in 20 quarters since.
  • Sustainable Insight Capital Management's Merck position peaked at $1.07M in Q1 2017.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.