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West Branch Capital’s Merck MRK Stock Holding History

West Branch 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
Q2 		$1.07M Buy
8,301
+869
+12% +$102K 0.25% 44
2026
Q1 		$894K Buy
7,432
+2,209
+42% +$255K 0.24% 49
2025
Q4 		$550K Sell
5,223
-15,875
-75% -$1.49M 0.14% 54
2025
Q3 		$1.77M Sell
21,098
-3,198
-13% -$263K 0.46% 39
2025
Q2 		$1.92M Sell
24,296
-720
-3% -$57.2K 0.57% 36
2025
Q1 		$2.25M Buy
25,016
+3,349
+15% +$313K 0.75% 33
2024
Q4 		$2.16M Buy
21,667
+1,950
+10% +$201K 0.69% 31
2024
Q3 		$2.24M Buy
19,717
+1,013
+5% +$120K 0.77% 27
2024
Q2 		$2.32M Buy
18,704
+426
+2% +$54.9K 0.86% 25
2024
Q1 		$2.41M Buy
18,278
+1,065
+6% +$131K 0.97% 24
2023
Q4 		$1.88M Buy
17,213
+873
+5% +$90.6K 0.88% 26
2023
Q3 		$1.68M Buy
16,340
+11
+0.1% +$1.19K 0.88% 26
2023
Q2 		$1.88M Sell
16,329
-14
-0.1% -$1.59K 0.94% 24
2023
Q1 		$1.74M Buy
16,343
+295
+2% +$31.9K 0.97% 25
2022
Q4 		$1.78M Buy
16,048
+10
+0.1% +$1.02K 1.1% 22
2022
Q3 		$1.38M Buy
16,038
+428
+3% +$38.2K 0.86% 29
2022
Q2 		$1.42M Sell
15,610
-30
-0.2% -$2.66K 0.82% 34
2022
Q1 		$1.28M Sell
15,640
-442
-3% -$34.8K 0.61% 38
2021
Q4 		$1.23M Buy
16,082
+471
+3% +$37.5K 0.52% 44
2021
Q3 		$1.17M Sell
15,611
-712
-4% -$54.2K 0.56% 41
2021
Q2 		$1.27M Sell
16,323
-64
-0.4% -$4.76K 0.62% 39
2021
Q1 		$1.21M Sell
16,387
-1,758
-10% -$130K 0.71% 39
2020
Q4 		$1.42M Buy
18,145
+636
+4% +$48.6K 0.84% 35
2020
Q3 		$1.39M Buy
17,509
+711
+4% +$55.7K 0.88% 35
2020
Q2 		$1.24M Buy
16,798
+4,177
+33% +$314K 0.87% 35
2020
Q1 		$927K Sell
12,621
-1,558
-11% -$122K 0.89% 34
2019
Q4 		$1.23M Buy
14,179
+1,987
+16% +$163K 0.86% 35
2019
Q3 		$979K Buy
+12,192
New +$977K 0.73% 48

Other funds holding MRK

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

West Branch Capital's MRK Position: Q2 2026 in Review

West Branch Capital increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 8,301 shares worth $1.07M. The position accounts for 0.25% of the portfolio, ranked #44.

West Branch Capital first reported a position in MRK in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • West Branch Capital held 8,301 shares of Merck worth $1.07M as of Q2 2026.
  • West Branch Capital bought 869 Merck shares in Q2 2026, an estimated $102K.
  • Merck made up 0.25% of West Branch Capital's portfolio in Q2 2026, its #44 holding.
  • West Branch Capital first reported a position in Merck in Q3 2019 and has held it in 28 quarters since.
  • West Branch Capital's Merck position peaked at $2.41M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.