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Tortoise Investment Management’s Merck MRK Stock Holding History

Tortoise 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 		$417K Sell
3,467
-174
-5% -$20.1K 0.03% 177
2025
Q4 		$383K Buy
3,641
+72
+2% +$6.76K 0.03% 181
2025
Q3 		$300K Buy
3,569
+63
+2% +$5.19K 0.03% 190
2025
Q2 		$278K Buy
3,506
+75
+2% +$5.96K 0.03% 187
2025
Q1 		$308K Sell
3,431
-250
-7% -$23.3K 0.03% 169
2024
Q4 		$366K Hold
3,681
– – 0.04% 168
2024
Q3 		$418K Sell
3,681
-50
-1% -$5.94K 0.04% 162
2024
Q2 		$462K Hold
3,731
– – 0.05% 148
2024
Q1 		$492K Sell
3,731
-37
-1% -$4.56K 0.06% 154
2023
Q4 		$411K Hold
3,768
– – 0.06% 156
2023
Q3 		$388K Sell
3,768
-2
-0.1% -$216 0.06% 151
2023
Q2 		$435K Hold
3,770
– – 0.06% 146
2023
Q1 		$401K Sell
3,770
-94
-2% -$10.1K 0.06% 148
2022
Q4 		$429K Sell
3,864
-67
-2% -$6.85K 0.08% 143
2022
Q3 		$339K Buy
3,931
+725
+23% +$64.7K 0.07% 145
2022
Q2 		$292K Hold
3,206
– – 0.06% 148
2022
Q1 		$263K Sell
3,206
-40
-1% -$3.15K 0.05% 155
2021
Q4 		$249K Sell
3,246
-10
-0.3% -$796 0.05% 148
2021
Q3 		$245K Sell
3,256
-45
-1% -$3.42K 0.05% 142
2021
Q2 		$257K Sell
3,301
-132
-4% -$9.82K 0.05% 137
2021
Q1 		$253K Buy
3,433
+749
+28% +$55.2K 0.06% 135
2020
Q4 		$209K Buy
2,684
+257
+11% +$19.7K 0.05% 143
2020
Q3 		$192K Buy
2,427
+60
+3% +$4.7K 0.05% 141
2020
Q2 		$175K Sell
2,367
-27
-1% -$2.03K 0.05% 142
2020
Q1 		$176K Sell
2,394
-801
-25% -$63K 0.05% 137
2019
Q4 		$277K Buy
3,195
+949
+42% +$77.9K 0.07% 117
2019
Q3 		$180K Sell
2,246
-906
-29% -$72.6K 0.05% 147
2019
Q2 		$252K Sell
3,152
-551
-15% -$42.2K 0.06% 131
2019
Q1 		$294K Buy
3,703
+655
+21% +$49K 0.08% 117
2018
Q4 		$222K Sell
3,048
-204
-6% -$14.4K 0.06% 135
2018
Q3 		$220K Buy
3,252
+111
+4% +$7.07K 0.06% 131
2018
Q2 		$182K Buy
3,141
+84
+3% +$4.74K 0.05% 142
2018
Q1 		$159K Sell
3,057
-115
-4% -$6.21K 0.04% 150
2017
Q4 		$170K Buy
3,172
+77
+2% +$4.27K 0.05% 142
2017
Q3 		$189K Buy
3,095
+84
+3% +$5.09K 0.06% 135
2017
Q2 		$184K Sell
3,011
-26
-0.9% -$1.58K 0.06% 125
2017
Q1 		$184K Buy
3,037
+230
+8% +$14K 0.06% 119
2016
Q4 		$158K Buy
2,807
+944
+51% +$55.2K 0.05% 119
2016
Q3 		$111K Hold
1,863
– – 0.04% 127
2016
Q2 		$102K Sell
1,863
-6,234
-77% -$332K 0.04% 137
2016
Q1 		$409K Sell
8,097
-1,539
-16% -$75.4K 0.15% 78
2015
Q4 		$486K Sell
9,636
-164
-2% -$8.27K 0.17% 75
2015
Q3 		$462K Sell
9,800
-190
-2% -$10.1K 0.18% 75
2015
Q2 		$543K Sell
9,990
-20
-0.2% -$1.12K 0.2% 72
2015
Q1 		$549K Sell
10,010
-198
-2% -$11.2K 0.21% 68
2014
Q4 		$553K Buy
10,208
+79
+0.8% +$4.4K 0.22% 65
2014
Q3 		$573K Hold
10,129
– – 0.24% 57
2014
Q2 		$559K Buy
10,129
+1,229
+14% +$67K 0.23% 61
2014
Q1 		$482K Buy
8,900
+1,048
+13% +$54.3K 0.22% 64
2013
Q4 		$375K Hold
7,852
– – 0.21% 65
2013
Q3 		$357K Sell
7,852
-62
-0.8% -$2.83K 0.22% 65
2013
Q2 		$351K Buy
+7,914
New +$353K 0.23% 59

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

Tortoise Investment Management's MRK Position: Q1 2026 in Review

Tortoise Investment Management reduced its Merck (MRK) stake by 4.8% in Q1 2026, selling an estimated $20.1K and leaving 3,467 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #177.

Tortoise Investment Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $573K in Q3 2014. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Tortoise Investment Management held 3,467 shares of Merck worth $417K as of Q1 2026.
  • Tortoise Investment Management sold 174 Merck shares in Q1 2026, an estimated $20.1K.
  • Merck made up 0.03% of Tortoise Investment Management's portfolio in Q1 2026, its #177 holding.
  • Tortoise Investment Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Merck position peaked at $573K in Q3 2014.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.