Coastal Bridge Advisors’s Merck MRK Stock Holding History

Coastal Bridge Advisors’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	$2.53M	Sell	21,049 -5,751	-21%	-$664K	0.18%	136
2025 Q4	$2.82M	Sell	26,800 -2,090	-7%	-$196K	0.21%	113
2025 Q3	$2.42M	Buy	28,890 +970	+3%	+$79.9K	0.18%	126
2025 Q2	$2.21M	Buy	+27,920	New	+$2.22M	0.18%	130
2025 Q1	–	Sell	-10,427	Closed	-$1.04M	–	348
2024 Q4	$1.04M	Buy	10,427 +690	+7%	+$71.1K	0.26%	64
2024 Q3	$1.11M	Buy	9,737 +21	+0.2%	+$2.5K	0.27%	62
2024 Q2	$1.2M	Sell	9,716 -1,380	-12%	-$178K	0.3%	57
2024 Q1	$1.46M	Buy	11,096 +22	+0.2%	+$2.71K	0.34%	51
2023 Q4	$1.21M	Buy	11,074 +24	+0.2%	+$2.49K	0.31%	56
2023 Q3	$1.14M	Buy	11,050 +322	+3%	+$34.7K	0.31%	55
2023 Q2	$1.24M	Buy	10,728 +193	+2%	+$21.9K	0.3%	51
2023 Q1	$1.12M	Buy	10,535 +19	+0.2%	+$2.05K	0.28%	54
2022 Q4	$1.17M	Buy	10,516 +25	+0.2%	+$2.56K	0.33%	54
2022 Q3	$903K	Buy	10,491 +24	+0.2%	+$2.14K	0.24%	58
2022 Q2	$954K	Buy	10,467 +26	+0.2%	+$2.31K	0.29%	54
2022 Q1	$857K	Buy	10,441 +9	+0.1%	+$710	0.2%	62
2021 Q4	$800K	Buy	10,432 +25	+0.2%	+$1.99K	0.17%	75
2021 Q3	$782K	Buy	10,407 +99	+1%	+$7.53K	0.18%	61
2021 Q2	$802K	Sell	10,308 -1,030	-9%	-$76.6K	0.16%	61
2021 Q1	$834K	Buy	11,338 +2,582	+29%	+$190K	0.15%	57
2020 Q4	$683K	Buy	8,756 +113	+1%	+$8.64K	0.14%	61
2020 Q3	$684K	Buy	8,643 +24	+0.3%	+$1.88K	0.21%	61
2020 Q2	$636K	Buy	8,619 +25	+0.3%	+$1.88K	0.2%	62
2020 Q1	$631K	Buy	8,594 +196	+2%	+$15.4K	0.23%	60
2019 Q4	$729K	Sell	8,398 -56	-0.7%	-$4.6K	0.19%	54
2019 Q3	$679K	Buy	8,454 +97	+1%	+$7.77K	0.23%	59
2019 Q2	$669K	Sell	8,357 -116	-1%	-$8.88K	0.2%	59
2019 Q1	$672K	Buy	8,473 +544	+7%	+$40.7K	0.23%	60
2018 Q4	$578K	Buy	7,929 +20	+0.3%	+$1.41K	0.23%	59
2018 Q3	$535K	Sell	7,909 -75	-0.9%	-$4.78K	0.2%	62
2018 Q2	$462K	Buy	7,984 +184	+2%	+$10.4K	0.19%	70
2018 Q1	$405K	Buy	7,800 +123	+2%	+$6.64K	0.15%	79
2017 Q4	$412K	Buy	7,677 +22	+0.3%	+$1.22K	0.13%	78
2017 Q3	$468K	Buy	7,655 +21	+0.3%	+$1.27K	0.15%	66
2017 Q2	$467K	Sell	7,634 -88	-1%	-$5.36K	0.16%	65
2017 Q1	$468K	Buy	7,722 +23	+0.3%	+$1.4K	0.16%	56
2016 Q4	$432K	Buy	7,699 +43	+0.6%	+$2.52K	0.17%	54
2016 Q3	$456K	Buy	7,656 +24	+0.3%	+$1.4K	0.22%	36
2016 Q2	$420K	Sell	7,632 -196	-3%	-$10.4K	0.22%	40
2016 Q1	$395K	Buy	7,828 +26	+0.3%	+$1.27K	0.28%	38
2015 Q4	$393K	Buy	+7,802	New	+$393K	0.22%	38

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coastal Bridge Advisors's MRK Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Merck (MRK) stake by 21% in Q1 2026, selling an estimated $664K and leaving 21,049 shares worth $2.53M. The position accounts for 0.18% of the portfolio, ranked #136.

Coastal Bridge Advisors first reported a position in MRK in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.82M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Coastal Bridge Advisors held 21,049 shares of Merck worth $2.53M as of Q1 2026.
Coastal Bridge Advisors sold 5,751 Merck shares in Q1 2026, an estimated $664K.
Merck made up 0.18% of Coastal Bridge Advisors's portfolio in Q1 2026, its #136 holding.
Coastal Bridge Advisors first reported a position in Merck in Q4 2015 and has held it in 41 quarters since.
Coastal Bridge Advisors's Merck position peaked at $2.82M in Q4 2025.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.