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Windsor Capital Management’s Merck MRK Stock Holding History

Windsor Capital 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
Q2 		$1.83M Sell
14,216
-1,366
-9% -$160K 0.47% 42
2026
Q1 		$1.87M Buy
15,582
+52
+0.3% +$6K 0.53% 38
2025
Q4 		$1.63M Buy
15,530
+29
+0.2% +$2.72K 0.45% 40
2025
Q3 		$1.3M Sell
15,501
-646
-4% -$53.2K 0.36% 44
2025
Q2 		$1.28M Sell
16,147
-519
-3% -$41.3K 0.37% 45
2025
Q1 		$1.5M Sell
16,666
-216
-1% -$20.2K 0.46% 40
2024
Q4 		$1.68M Sell
16,882
-688
-4% -$70.9K 0.5% 39
2024
Q3 		$2M Sell
17,570
-484
-3% -$57.5K 0.58% 35
2024
Q2 		$2.24M Sell
18,054
-56
-0.3% -$7.21K 0.69% 32
2024
Q1 		$2.39M Sell
18,110
-237
-1% -$29.2K 0.74% 31
2023
Q4 		$2M Sell
18,347
-161
-0.9% -$16.7K 0.65% 32
2023
Q3 		$1.91M Buy
18,508
+302
+2% +$32.5K 0.66% 32
2023
Q2 		$2.1M Sell
18,206
-241
-1% -$27.4K 0.7% 30
2023
Q1 		$1.96M Sell
18,447
-429
-2% -$46.3K 0.68% 31
2022
Q4 		$2.09M Sell
18,876
-574
-3% -$58.7K 0.76% 29
2022
Q3 		$1.68M Sell
19,450
-207
-1% -$18.5K 0.63% 33
2022
Q2 		$1.79M Sell
19,657
-16
-0.1% -$1.42K 0.64% 32
2022
Q1 		$1.61M Buy
19,673
+438
+2% +$34.5K 0.5% 39
2021
Q4 		$1.47M Buy
19,235
+413
+2% +$32.9K 0.44% 43
2021
Q3 		$1.41M Sell
18,822
-124
-0.7% -$9.43K 0.45% 42
2021
Q2 		$1.47M Sell
18,946
-997
-5% -$74.2K 0.49% 39
2021
Q1 		$1.47M Sell
19,943
-209
-1% -$15.4K 0.51% 39
2020
Q4 		$1.57M Buy
20,152
+781
+4% +$59.7K 0.59% 39
2020
Q3 		$1.53M Sell
19,371
-135
-0.7% -$10.6K 0.64% 36
2020
Q2 		$1.44M Buy
19,506
+6,307
+48% +$475K 0.62% 36
2020
Q1 		$969K Sell
13,199
-77
-0.6% -$6.05K 0.49% 43
2019
Q4 		$1.15M Buy
13,276
+485
+4% +$39.8K 0.48% 48
2019
Q3 		$1.03M Buy
12,791
+348
+3% +$27.9K 0.46% 55
2019
Q2 		$995K Buy
12,443
+191
+2% +$14.6K 0.46% 55
2019
Q1 		$972K Sell
12,252
-327
-3% -$24.5K 0.46% 55
2018
Q4 		$917K Buy
12,579
+545
+5% +$38.5K 0.47% 54
2018
Q3 		$814K Buy
12,034
+42
+0.4% +$2.68K 0.37% 66
2018
Q2 		$694K Sell
11,992
-399
-3% -$22.5K 0.32% 71
2018
Q1 		$644K Buy
12,391
+3,069
+33% +$166K 0.3% 71
2017
Q4 		$500K Buy
9,322
+584
+7% +$32.4K 0.23% 84
2017
Q3 		$534K Hold
8,738
– – 0.27% 74
2017
Q2 		$534K Buy
8,738
+339
+4% +$20.6K 0.27% 75
2017
Q1 		$509K Sell
8,399
-735
-8% -$44.6K 0.26% 77
2016
Q4 		$513K Buy
9,134
+384
+4% +$22.5K 0.28% 78
2016
Q3 		$521K Buy
8,750
+376
+4% +$22K 0.29% 76
2016
Q2 		$460K Buy
8,374
+673
+9% +$35.8K 0.27% 77
2016
Q1 		$388K Buy
7,701
+260
+3% +$12.7K 0.24% 81
2015
Q4 		$375K Sell
7,441
-98
-1% -$4.94K 0.23% 77
2015
Q3 		$355K Sell
7,539
-498
-6% -$26.5K 0.21% 78
2015
Q2 		$436K Buy
8,037
+1,128
+16% +$63.3K 0.25% 70
2015
Q1 		$379K Buy
6,909
+1,300
+23% +$73.6K 0.22% 75
2014
Q4 		$304K Buy
5,609
+46
+0.8% +$2.56K 0.17% 82
2014
Q3 		$315K Sell
5,563
-2,069
-27% -$116K 0.18% 73
2014
Q2 		$421K Buy
7,632
+455
+6% +$24.8K 0.24% 60
2014
Q1 		$389K Buy
7,177
+448
+7% +$23.2K 0.23% 60
2013
Q4 		$321K Buy
6,729
+1,400
+26% +$64K 0.19% 63
2013
Q3 		$242K Buy
5,329
+565
+12% +$25.8K 0.14% 72
2013
Q2 		$211K Buy
+4,764
New +$213K 0.13% 75

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

Windsor Capital Management's MRK Position: Q2 2026 in Review

Windsor Capital Management reduced its Merck (MRK) stake by 8.8% in Q2 2026, selling an estimated $160K and leaving 14,216 shares worth $1.83M. The position accounts for 0.47% of the portfolio, ranked #42.

Windsor Capital Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.39M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Windsor Capital Management held 14,216 shares of Merck worth $1.83M as of Q2 2026.
  • Windsor Capital Management sold 1,366 Merck shares in Q2 2026, an estimated $160K.
  • Merck made up 0.47% of Windsor Capital Management's portfolio in Q2 2026, its #42 holding.
  • Windsor Capital Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Windsor Capital Management's Merck position peaked at $2.39M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.