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Synergy Investment Management’s Merck MRK Stock Holding History

Synergy 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 		$95.8K Buy
738
+442
+149% +$51.7K 0.02% 274
2026
Q1 		$35.6K Buy
+296
New +$34.2K 0.01% 326
2025
Q2 		– Sell
-175
Closed -$15.7K – 385
2025
Q1 		$15.7K Hold
175
– – 0.01% 339
2024
Q4 		$17.4K Buy
+175
New +$18K 0.01% 335

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

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

Synergy Investment Management increased its Merck (MRK) stake by 149% in Q2 2026, buying an estimated $51.7K and bringing the position to 738 shares worth $95.8K. The position accounts for 0.02% of the portfolio, ranked #274.

Synergy Investment Management first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Synergy Investment Management held 738 shares of Merck worth $95.8K as of Q2 2026.
  • Synergy Investment Management bought 442 Merck shares in Q2 2026, an estimated $51.7K.
  • Merck made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #274 holding.
  • Synergy Investment Management first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.