Towarzystwo Funduszy Inwestycyjnych PZU SA’s Merck MRK Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$1.57M	Sell	12,190 -948	-7%	-$111K	0.44%	35
2026 Q1	$1.58M	Buy	13,138 +1,955	+17%	+$226K	0.53%	29
2025 Q4	$1.18M	Buy	11,183 +10	+0.1%	+$939	0.3%	44
2025 Q3	$938K	Buy	11,173 +220	+2%	+$18.1K	0.22%	55
2025 Q2	$867K	Buy	10,953 +223	+2%	+$17.7K	0.24%	49
2025 Q1	$963K	Buy	10,730 +40	+0.4%	+$3.73K	0.33%	44
2024 Q4	$1.06M	Buy	10,690 +400	+4%	+$41.2K	0.35%	36
2024 Q3	$1.17M	Buy	10,290 +160	+2%	+$19K	0.42%	33
2024 Q2	$1.25M	Sell	10,130 -540	-5%	-$69.6K	0.47%	30
2024 Q1	$1.41M	Buy	10,670 +180	+2%	+$22.2K	0.6%	24
2023 Q4	$1.14M	Buy	+10,490	New	+$1.09M	0.52%	27
2021 Q3	$1.23M	Buy	16,342 +1,190	+8%	+$90.5K	1.46%	13
2021 Q2	$1.18M	Sell	15,152 -727	-5%	-$54.1K	1.39%	11
2021 Q1	$1.17M	Sell	15,879 -4,246	-21%	-$313K	1.7%	7
2020 Q4	$1.57M	Buy	+20,125	New	+$1.54M	1.63%	14

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's MRK Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Merck (MRK) stake by 7.2% in Q2 2026, selling an estimated $111K and leaving 12,190 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #35.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in MRK in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.58M in Q1 2026. 3,080 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 12,190 shares of Merck worth $1.57M as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 948 Merck shares in Q2 2026, an estimated $111K.
Merck made up 0.44% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #35 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Merck in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Merck position peaked at $1.58M in Q1 2026.
3,080 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.