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Waterloo Capital’s Merck MRK Stock Holding History

Waterloo Capital’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 		$3.26M Buy
27,070
+703
+3% +$81.2K 0.23% 100
2025
Q4 		$2.78M Buy
26,367
+18,421
+232% +$1.73M 0.2% 112
2025
Q3 		$667K Buy
7,946
+806
+11% +$66.4K 0.05% 232
2025
Q2 		$565K Buy
7,140
+4,080
+133% +$324K 0.05% 250
2025
Q1 		$275K Sell
3,060
-94
-3% -$8.78K 0.03% 331
2024
Q4 		$314K Buy
3,154
+325
+11% +$33.5K 0.03% 290
2024
Q3 		$321K Sell
2,829
-320
-10% -$38K 0.04% 292
2024
Q2 		$390K Sell
3,149
-63
-2% -$8.12K 0.05% 255
2024
Q1 		$424K Sell
3,212
-792
-20% -$97.6K 0.05% 241
2023
Q4 		$436K Buy
+4,004
New +$416K 0.07% 230
2023
Q3 		– Sell
-1,779
Closed -$205K – 218
2023
Q2 		$205K Sell
1,779
-203
-10% -$23K 0.06% 193
2023
Q1 		$211K Buy
+1,982
New +$214K 0.07% 181
2020
Q1 		$446K Buy
+6,069
New +$477K 0.32% 76

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

Waterloo Capital's MRK Position: Q1 2026 in Review

Waterloo Capital increased its Merck (MRK) stake by 2.7% in Q1 2026, buying an estimated $81.2K and bringing the position to 27,070 shares worth $3.26M. The position accounts for 0.23% of the portfolio, ranked #100.

Waterloo Capital first reported a position in MRK in Q1 2020 and has held it in 13 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Waterloo Capital held 27,070 shares of Merck worth $3.26M as of Q1 2026.
  • Waterloo Capital bought 703 Merck shares in Q1 2026, an estimated $81.2K.
  • Merck made up 0.23% of Waterloo Capital's portfolio in Q1 2026, its #100 holding.
  • Waterloo Capital first reported a position in Merck in Q1 2020 and has held it in 13 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.