Vista Investment Partners II’s Merck MRK Stock Holding History

Vista Investment Partners II’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	$372K	Sell	2,895 -27	-0.9%	-$3.16K	0.15%	117
2026 Q1	$352K	Sell	2,922 -150	-5%	-$17.3K	0.16%	113
2025 Q4	$323K	Buy	3,072 +331	+12%	+$31.1K	0.14%	116
2025 Q3	$230K	Buy	+2,741	New	+$226K	0.11%	121
2025 Q2	–	Sell	-3,513	Closed	-$315K	–	139
2025 Q1	$315K	Sell	3,513 -423	-11%	-$39.5K	0.17%	99
2024 Q4	$392K	Buy	+3,936	New	+$406K	0.23%	85

Other funds holding MRK

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vista Investment Partners II's MRK Position: Q2 2026 in Review

Vista Investment Partners II reduced its Merck (MRK) stake by 0.92% in Q2 2026, selling an estimated $3.16K and leaving 2,895 shares worth $372K. The position accounts for 0.15% of the portfolio, ranked #117.

Vista Investment Partners II first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $392K in Q4 2024. 2,083 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Vista Investment Partners II held 2,895 shares of Merck worth $372K as of Q2 2026.
Vista Investment Partners II sold 27 Merck shares in Q2 2026, an estimated $3.16K.
Merck made up 0.15% of Vista Investment Partners II's portfolio in Q2 2026, its #117 holding.
Vista Investment Partners II first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
Vista Investment Partners II's Merck position peaked at $392K in Q4 2024.
2,083 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.