ZIG
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Zullo Investment Group’s Merck MRK Stock Holding History

Zullo Investment Group’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 		$1.34M Sell
10,396
-726
-7% -$85K 0.46% 53
2026
Q1 		$1.34M Buy
11,122
+83
+0.8% +$9.58K 0.51% 45
2025
Q4 		$1.16M Sell
11,039
-119
-1% -$11.2K 0.43% 53
2025
Q3 		$937K Buy
11,158
+28
+0.3% +$2.31K 0.35% 58
2025
Q2 		$881K Sell
11,130
-221
-2% -$17.6K 0.36% 60
2025
Q1 		$1.02M Buy
11,351
+33
+0.3% +$3.08K 0.44% 59
2024
Q4 		$1.13M Buy
11,318
+44
+0.4% +$4.54K 0.45% 51
2024
Q3 		$1.28M Sell
11,274
-135
-1% -$16K 0.53% 45
2024
Q2 		$1.41M Sell
11,409
-60
-0.5% -$7.73K 0.62% 44
2024
Q1 		$1.51M Buy
11,469
+48
+0.4% +$5.92K 0.71% 40
2023
Q4 		$1.25M Buy
11,421
+153
+1% +$15.9K 0.64% 43
2023
Q3 		$1.16M Buy
11,268
+423
+4% +$45.6K 0.68% 39
2023
Q2 		$1.25M Buy
10,845
+58
+0.5% +$6.58K 0.71% 37
2023
Q1 		$1.15M Buy
10,787
+126
+1% +$13.6K 0.71% 40
2022
Q4 		$1.18M Buy
10,661
+85
+0.8% +$8.69K 0.72% 36
2022
Q3 		$911K Buy
10,576
+182
+2% +$16.2K 0.59% 41
2022
Q2 		$948K Sell
10,394
-60
-0.6% -$5.32K 0.59% 39
2022
Q1 		$858K Buy
10,454
+307
+3% +$24.2K 0.45% 53
2021
Q4 		$778K Buy
+10,147
New +$808K 0.4% 58

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

Zullo Investment Group's MRK Position: Q2 2026 in Review

Zullo Investment Group reduced its Merck (MRK) stake by 6.5% in Q2 2026, selling an estimated $85K and leaving 10,396 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #53.

Zullo Investment Group first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.51M in Q1 2024. 1,880 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Zullo Investment Group held 10,396 shares of Merck worth $1.34M as of Q2 2026.
  • Zullo Investment Group sold 726 Merck shares in Q2 2026, an estimated $85K.
  • Merck made up 0.46% of Zullo Investment Group's portfolio in Q2 2026, its #53 holding.
  • Zullo Investment Group first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Merck position peaked at $1.51M in Q1 2024.
  • 1,880 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.