Crestwood Advisors Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.9M | Buy |
115,212
+11,283
| +11% | +$1.3M | 0.23% | 83 |
|
|
2025
Q4 | $10.9M | Sell |
103,929
-1,844
| -2% | -$173K | 0.18% | 98 |
|
|
2025
Q3 | $8.88M | Sell |
105,773
-4,673
| -4% | -$385K | 0.15% | 109 |
|
|
2025
Q2 | $8.74M | Buy |
110,446
+695
| +0.6% | +$55.2K | 0.16% | 111 |
|
|
2025
Q1 | $9.85M | Sell |
109,751
-7,120
| -6% | -$665K | 0.19% | 97 |
|
|
2024
Q4 | $11.6M | Sell |
116,871
-5,896
| -5% | -$608K | 0.22% | 85 |
|
|
2024
Q3 | $13.9M | Buy |
122,767
+392
| +0.3% | +$46.6K | 0.27% | 77 |
|
|
2024
Q2 | $15.1M | Buy |
122,375
+1,546
| +1% | +$199K | 0.31% | 73 |
|
|
2024
Q1 | $15.9M | Buy |
120,829
+2,814
| +2% | +$347K | 0.35% | 70 |
|
|
2023
Q4 | $12.9M | Sell |
118,015
-2,903
| -2% | -$301K | 0.3% | 72 |
|
|
2023
Q3 | $12.4M | Buy |
120,918
+12,281
| +11% | +$1.32M | 0.33% | 74 |
|
|
2023
Q2 | $12.5M | Sell |
108,637
-56,809
| -34% | -$6.45M | 0.39% | 60 |
|
|
2023
Q1 | $17.6M | Sell |
165,446
-4,994
| -3% | -$539K | 0.59% | 53 |
|
|
2022
Q4 | $18.9M | Sell |
170,440
-36,452
| -18% | -$3.73M | 0.64% | 51 |
|
|
2022
Q3 | $17.8M | Buy |
206,892
+988
| +0.5% | +$88.2K | 0.63% | 52 |
|
|
2022
Q2 | $18.8M | Buy |
205,904
+1,166
| +0.6% | +$103K | 0.63% | 56 |
|
|
2022
Q1 | $16.8M | Sell |
204,738
-4,154
| -2% | -$328K | 0.47% | 60 |
|
|
2021
Q4 | $16M | Sell |
208,892
-5,980
| -3% | -$476K | 0.42% | 62 |
|
|
2021
Q3 | $16.1M | Sell |
214,872
-9,033
| -4% | -$687K | 0.46% | 63 |
|
|
2021
Q2 | $17.4M | Buy |
223,905
+385
| +0.2% | +$28.6K | 0.5% | 61 |
|
|
2021
Q1 | $16.4M | Sell |
223,520
-2,331
| -1% | -$172K | 0.52% | 61 |
|
|
2020
Q4 | $17.6M | Buy |
225,851
+47,327
| +27% | +$3.62M | 0.58% | 57 |
|
|
2020
Q3 | $14.1M | Sell |
178,524
-1,395
| -0.8% | -$109K | 0.53% | 59 |
|
|
2020
Q2 | $13.3M | Buy |
179,919
+29,627
| +20% | +$2.23M | 0.53% | 61 |
|
|
2020
Q1 | $11M | Buy |
150,292
+1,416
| +1% | +$111K | 0.55% | 58 |
|
|
2019
Q4 | $12.9M | Buy |
148,876
+2,445
| +2% | +$201K | 0.51% | 57 |
|
|
2019
Q3 | $11.8M | Buy |
146,431
+10,312
| +8% | +$826K | 0.52% | 61 |
|
|
2019
Q2 | $10.9M | Buy |
136,119
+125,021
| +1,127% | +$9.57M | 0.49% | 66 |
|
|
2019
Q1 | $881K | Buy |
11,098
+1,345
| +14% | +$101K | 0.06% | 85 |
|
|
2018
Q4 | $711K | Sell |
9,753
-688
| -7% | -$48.6K | 0.06% | 90 |
|
|
2018
Q3 | $707K | Hold |
10,441
| – | – | 0.05% | 89 |
|
|
2018
Q2 | $665K | Sell |
10,441
-555
| -5% | -$31.3K | 0.05% | 89 |
|
|
2018
Q1 | $571K | Sell |
10,996
-1,467
| -12% | -$79.2K | 0.04% | 94 |
|
|
2017
Q4 | $669K | Sell |
12,463
-898
| -7% | -$49.8K | 0.05% | 91 |
|
|
2017
Q3 | $816K | Buy |
13,361
+614
| +5% | +$37.2K | 0.07% | 81 |
|
|
2017
Q2 | $780K | Sell |
12,747
-198
| -2% | -$12.1K | 0.07% | 82 |
|
|
2017
Q1 | $774K | Buy |
12,945
+146
| +1% | +$8.86K | 0.07% | 80 |
|
|
2016
Q4 | $719K | Buy |
12,799
+754
| +6% | +$44.1K | 0.07% | 84 |
|
|
2016
Q3 | $717K | Sell |
12,045
-163
| -1% | -$9.53K | 0.09% | 68 |
|
|
2016
Q2 | $671K | Sell |
12,208
-210
| -2% | -$11.2K | 0.08% | 69 |
|
|
2016
Q1 | $627K | Sell |
12,418
-2,696
| -18% | -$132K | 0.07% | 79 |
|
|
2015
Q4 | $762K | Buy |
15,114
+1,573
| +12% | +$79.3K | 0.09% | 82 |
|
|
2015
Q3 | $638K | Sell |
13,541
-2,824
| -17% | -$150K | 0.08% | 79 |
|
|
2015
Q2 | $889K | Buy |
16,365
+3,286
| +25% | +$184K | 0.12% | 67 |
|
|
2015
Q1 | $717K | Sell |
13,079
-303
| -2% | -$17.2K | 0.1% | 66 |
|
|
2014
Q4 | $725K | Sell |
13,382
-534
| -4% | -$29.8K | 0.11% | 65 |
|
|
2014
Q3 | $787K | Buy |
13,916
+21
| +0.2% | +$1.18K | 0.12% | 61 |
|
|
2014
Q2 | $767K | Buy |
13,895
+63
| +0.5% | +$3.44K | 0.12% | 59 |
|
|
2014
Q1 | $749K | Sell |
13,832
-427
| -3% | -$22.1K | 0.12% | 60 |
|
|
2013
Q4 | $681K | Sell |
14,259
-379
| -3% | -$17.3K | 0.11% | 63 |
|
|
2013
Q3 | $665K | Buy |
14,638
+943
| +7% | +$43.1K | 0.12% | 60 |
|
|
2013
Q2 | $607K | Buy |
+13,695
| New | +$612K | 0.11% | 63 |
|
Other funds holding MRK
VCM
VPM
Crestwood Advisors Group's MRK Position: Q1 2026 in Review
Crestwood Advisors Group increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $1.3M and bringing the position to 115,212 shares worth $13.9M. The position accounts for 0.23% of the portfolio, ranked #83.
Crestwood Advisors Group first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Crestwood Advisors Group held 115,212 shares of Merck worth $13.9M as of Q1 2026.
- Crestwood Advisors Group bought 11,283 Merck shares in Q1 2026, an estimated $1.3M.
- Merck made up 0.23% of Crestwood Advisors Group's portfolio in Q1 2026, its #83 holding.
- Crestwood Advisors Group first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
- Crestwood Advisors Group's Merck position peaked at $18.9M in Q4 2022.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.