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Yoffe Investment Management’s Merck MRK Stock Holding History

Yoffe 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
Q2 		$943K Hold
7,341
– – 1.08% 27
2026
Q1 		$883K Hold
7,341
– – 1.13% 24
2025
Q4 		$773K Buy
7,341
+3
+0% +$282 0.99% 33
2025
Q3 		$616K Buy
7,338
+2
+0% +$165 0.8% 43
2025
Q2 		$581K Sell
7,336
-52
-0.7% -$4.13K 0.79% 42
2025
Q1 		$663K Buy
7,388
+1
+0% +$93 0.97% 33
2024
Q4 		$735K Buy
+7,387
New +$762K 1.09% 25

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yoffe Investment Management's MRK Position: Q2 2026 in Review

Yoffe Investment Management held its Merck (MRK) position steady in Q2 2026 at 7,341 shares worth $943K. The position accounts for 1.08% of the portfolio, ranked #27.

Yoffe Investment Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Yoffe Investment Management held 7,341 shares of Merck worth $943K as of Q2 2026.
  • Yoffe Investment Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 1.08% of Yoffe Investment Management's portfolio in Q2 2026, its #27 holding.
  • Yoffe Investment Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.