TCG
MRK icon

Transcendent Capital Group’s Merck MRK Stock Holding History

Transcendent Capital Group’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 		$217K Sell
1,807
-275
-13% -$31.7K 0.1% 106
2025
Q4 		$219K Buy
+2,082
New +$195K 0.1% 112
2025
Q1 		– Sell
-1,398
Closed -$139K – 295
2024
Q4 		$139K Sell
1,398
-201
-13% -$20.7K 0.07% 118
2024
Q3 		$182K Sell
1,599
-12,288
-88% -$1.46M 0.09% 109
2024
Q2 		$1.72M Buy
13,887
+12,289
+769% +$1.58M 0.99% 29
2024
Q1 		$211K Buy
1,598
+250
+19% +$30.8K 0.12% 90
2023
Q4 		$147K Buy
+1,348
New +$140K 0.1% 89

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

Transcendent Capital Group's MRK Position: Q1 2026 in Review

Transcendent Capital Group reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $31.7K and leaving 1,807 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #106.

Transcendent Capital Group first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.72M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Transcendent Capital Group held 1,807 shares of Merck worth $217K as of Q1 2026.
  • Transcendent Capital Group sold 275 Merck shares in Q1 2026, an estimated $31.7K.
  • Merck made up 0.1% of Transcendent Capital Group's portfolio in Q1 2026, its #106 holding.
  • Transcendent Capital Group first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Transcendent Capital Group's Merck position peaked at $1.72M in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.