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Valley Brook Capital Group’s Merck MRK Stock Holding History

Valley Brook 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
Q2 		$339K Hold
2,636
– – 0.19% 89
2026
Q1 		$317K Hold
2,636
– – 0.21% 86
2025
Q4 		$277K Sell
2,636
-200
-7% -$18.8K 0.18% 100
2025
Q3 		$238K Hold
2,836
– – 0.16% 102
2025
Q2 		$224K Sell
2,836
-390
-12% -$31K 0.17% 103
2025
Q1 		$290K Sell
3,226
-1,574
-33% -$147K 0.23% 93
2024
Q4 		$478K Sell
4,800
-2,832
-37% -$292K 0.36% 64
2024
Q3 		$867K Buy
7,632
+25
+0.3% +$2.97K 0.62% 47
2024
Q2 		$942K Buy
7,607
+25
+0.3% +$3.22K 0.73% 43
2024
Q1 		$1M Hold
7,582
– – 0.8% 42
2023
Q4 		$827K Buy
7,582
+50
+0.7% +$5.19K 0.72% 44
2023
Q3 		$775K Buy
7,532
+35
+0.5% +$3.77K 0.77% 42
2023
Q2 		$865K Sell
7,497
-807
-10% -$91.6K 0.8% 42
2023
Q1 		$883K Sell
8,304
-210
-2% -$22.7K 0.81% 38
2022
Q4 		$945K Buy
8,514
+555
+7% +$56.7K 0.91% 32
2022
Q3 		$685K Buy
7,959
+941
+13% +$84K 0.75% 43
2022
Q2 		$639K Sell
7,018
-300
-4% -$26.6K 0.66% 46
2022
Q1 		$600K Buy
7,318
+100
+1% +$7.88K 0.52% 55
2021
Q4 		$553K Buy
7,218
+148
+2% +$11.8K 0.48% 59
2021
Q3 		$531K Sell
7,070
-100
-1% -$7.61K 0.53% 59
2021
Q2 		$557K Sell
7,170
-300
-4% -$22.3K 0.53% 56
2021
Q1 		$549K Buy
7,470
+287
+4% +$21.2K 0.5% 48
2020
Q4 		$560K Buy
+7,183
New +$549K 0.55% 43

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Valley Brook Capital Group's MRK Position: Q2 2026 in Review

Valley Brook Capital Group held its Merck (MRK) position steady in Q2 2026 at 2,636 shares worth $339K. The position accounts for 0.19% of the portfolio, ranked #89.

Valley Brook Capital Group first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q1 2024. 2,365 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Valley Brook Capital Group held 2,636 shares of Merck worth $339K as of Q2 2026.
  • Valley Brook Capital Group left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.19% of Valley Brook Capital Group's portfolio in Q2 2026, its #89 holding.
  • Valley Brook Capital Group first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's Merck position peaked at $1M in Q1 2024.
  • 2,365 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.