VFO
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Virtus Family Office’s Merck MRK Stock Holding History

Virtus Family Office’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 		$967K Sell
7,473
-433
-5% -$50.7K 0.76% 39
2026
Q1 		$958K Sell
7,906
-369
-4% -$42.6K 0.82% 37
2025
Q4 		$878K Buy
+8,275
New +$777K 0.76% 37
2023
Q2 		– Sell
-11,886
Closed -$1.27M – 50
2023
Q1 		$1.27M Hold
11,886
– – 2.51% 16
2022
Q4 		$1.33M Buy
11,886
+1,158
+11% +$118K 2.96% 13
2022
Q3 		$924K Buy
+10,728
New +$958K 2.36% 15

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

Virtus Family Office's MRK Position: Q2 2026 in Review

Virtus Family Office reduced its Merck (MRK) stake by 5.5% in Q2 2026, selling an estimated $50.7K and leaving 7,473 shares worth $967K. The position accounts for 0.76% of the portfolio, ranked #39.

Virtus Family Office first reported a position in MRK in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2022. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Virtus Family Office held 7,473 shares of Merck worth $967K as of Q2 2026.
  • Virtus Family Office sold 433 Merck shares in Q2 2026, an estimated $50.7K.
  • Merck made up 0.76% of Virtus Family Office's portfolio in Q2 2026, its #39 holding.
  • Virtus Family Office first reported a position in Merck in Q3 2022 and has held it in 6 quarters since.
  • Virtus Family Office's Merck position peaked at $1.33M in Q4 2022.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.