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Vista Investment Management’s Merck MRK Stock Holding History

Vista 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 		$364K Sell
3,030
-804
-21% -$92.8K 0.12% 137
2025
Q4 		$404K Sell
3,834
-845
-18% -$79.3K 0.13% 130
2025
Q3 		$393K Sell
4,679
-1,326
-22% -$109K 0.14% 129
2025
Q2 		$475K Sell
6,005
-4,075
-40% -$324K 0.18% 120
2025
Q1 		$905K Sell
10,080
-456
-4% -$42.6K 0.35% 80
2024
Q4 		$1.05M Sell
10,536
-1,627
-13% -$168K 0.4% 73
2024
Q3 		$1.38M Buy
12,163
+81
+0.7% +$9.62K 0.52% 63
2024
Q2 		$1.5M Sell
12,082
-151
-1% -$19.5K 0.61% 55
2024
Q1 		$1.61M Sell
12,233
-162
-1% -$20K 0.66% 45
2023
Q4 		$1.35M Buy
12,395
+1,233
+11% +$128K 0.63% 50
2023
Q3 		$1.15M Sell
11,162
-36
-0.3% -$3.88K 0.6% 54
2023
Q2 		$1.29M Sell
11,198
-167
-1% -$19K 0.65% 49
2023
Q1 		$1.21M Buy
11,365
+307
+3% +$33.1K 0.64% 50
2022
Q4 		$1.23M Sell
11,058
-394
-3% -$40.3K 0.7% 48
2022
Q3 		$986K Buy
11,452
+166
+1% +$14.8K 0.61% 58
2022
Q2 		$1.03M Sell
11,286
-17
-0.2% -$1.51K 0.62% 51
2022
Q1 		$927K Buy
11,303
+603
+6% +$47.5K 0.51% 65
2021
Q4 		$820K Buy
10,700
+1,106
+12% +$88.1K 0.45% 69
2021
Q3 		$721K Buy
9,594
+426
+5% +$32.4K 0.42% 72
2021
Q2 		$713K Sell
9,168
-649
-7% -$48.3K 0.42% 74
2021
Q1 		$722K Buy
9,817
+3,346
+52% +$247K 0.45% 74
2020
Q4 		$505K Buy
6,471
+1,083
+20% +$82.8K 0.34% 85
2020
Q3 		$426K Buy
5,388
+387
+8% +$30.3K 0.33% 91
2020
Q2 		$369K Buy
5,001
+643
+15% +$48.4K 0.32% 93
2020
Q1 		$320K Buy
4,358
+1,710
+65% +$134K 0.33% 93
2019
Q4 		$230K Buy
2,648
+131
+5% +$10.8K 0.17% 129
2019
Q3 		$202K Buy
+2,517
New +$202K 0.17% 132

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

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

Vista Investment Management reduced its Merck (MRK) stake by 21% in Q1 2026, selling an estimated $92.8K and leaving 3,030 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #137.

Vista Investment Management first reported a position in MRK in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.61M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Vista Investment Management held 3,030 shares of Merck worth $364K as of Q1 2026.
  • Vista Investment Management sold 804 Merck shares in Q1 2026, an estimated $92.8K.
  • Merck made up 0.12% of Vista Investment Management's portfolio in Q1 2026, its #137 holding.
  • Vista Investment Management first reported a position in Merck in Q3 2019 and has held it in 27 quarters since.
  • Vista Investment Management's Merck position peaked at $1.61M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.