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Swan Capital’s Merck MRK Stock Holding History

Swan Capital’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 		$62K Buy
482
+22
+5% +$2.58K 0.02% 79
2026
Q1 		$55.3K Sell
460
-113
-20% -$13K 0.02% 74
2025
Q4 		$60.3K Buy
573
+16
+3% +$1.5K 0.02% 77
2025
Q3 		$46.8K Buy
557
+106
+24% +$8.73K 0.02% 79
2025
Q2 		$35.7K Buy
451
+22
+5% +$1.75K 0.02% 85
2025
Q1 		$38.5K Hold
429
– – 0.02% 72
2024
Q4 		$42.7K Buy
429
+62
+17% +$6.39K 0.02% 71
2024
Q3 		$41.7K Hold
367
– – 0.02% 78
2024
Q2 		$45.4K Buy
+367
New +$47.3K 0.02% 67

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 $3.38T AUM 44.17% 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

Swan Capital's MRK Position: Q2 2026 in Review

Swan Capital increased its Merck (MRK) stake by 4.8% in Q2 2026, buying an estimated $2.58K and bringing the position to 482 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #79.

Swan Capital first reported a position in MRK in Q2 2024 and has held it in 9 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Swan Capital held 482 shares of Merck worth $62K as of Q2 2026.
  • Swan Capital bought 22 Merck shares in Q2 2026, an estimated $2.58K.
  • Merck made up 0.02% of Swan Capital's portfolio in Q2 2026, its #79 holding.
  • Swan Capital first reported a position in Merck in Q2 2024 and has held it in 9 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.