CFO
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CVA Family Office’s Merck MRK Stock Holding History

CVA Family Office’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 		$1.32M Buy
10,983
+779
+8% +$89.9K 0.14% 96
2025
Q4 		$1.07M Buy
10,204
+425
+4% +$39.9K 0.12% 101
2025
Q3 		$821K Buy
9,779
+304
+3% +$25K 0.11% 117
2025
Q2 		$750K Sell
9,475
-1,479
-14% -$118K 0.11% 120
2025
Q1 		$983K Sell
10,954
-71
-0.6% -$6.63K 0.15% 99
2024
Q4 		$1.1M Buy
11,025
+422
+4% +$43.5K 0.17% 85
2024
Q3 		$1.2M Sell
10,603
-69
-0.6% -$8.2K 0.2% 81
2024
Q2 		$1.32M Sell
10,672
-355
-3% -$45.7K 0.24% 71
2024
Q1 		$1.46M Buy
11,027
+90
+0.8% +$11.1K 0.26% 66
2023
Q4 		$1.19M Sell
10,937
-134
-1% -$13.9K 0.23% 72
2023
Q3 		$1.14M Buy
11,071
+6
+0.1% +$647 0.26% 71
2023
Q2 		$1.28M Buy
11,065
+800
+8% +$90.8K 0.27% 63
2023
Q1 		$1.09M Sell
10,265
-52
-0.5% -$5.61K 0.24% 66
2022
Q4 		$1.14M Buy
10,317
+359
+4% +$36.7K 0.28% 62
2022
Q3 		$858K Buy
9,958
+2,148
+28% +$192K 0.23% 74
2022
Q2 		$712K Buy
7,810
+291
+4% +$25.8K 0.19% 85
2022
Q1 		$617K Buy
7,519
+2,016
+37% +$159K 0.15% 90
2021
Q4 		$422K Buy
5,503
+12
+0.2% +$956 0.11% 109
2021
Q3 		$455K Sell
5,491
-1,888
-26% -$144K 0.33% 52
2021
Q2 		$574K Buy
7,379
+513
+7% +$38.2K 0.16% 85
2021
Q1 		$505K Buy
6,866
+998
+17% +$73.6K 0.19% 74
2020
Q4 		$458K Buy
5,868
+113
+2% +$8.64K 0.28% 59
2020
Q3 		$455K Buy
5,755
+693
+14% +$54.3K 0.33% 52
2020
Q2 		$373K Buy
5,062
+520
+11% +$39.1K 0.31% 55
2020
Q1 		$333K Buy
4,542
+464
+11% +$36.5K 0.34% 55
2019
Q4 		$354K Buy
+4,078
New +$335K 0.33% 54

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CVA Family Office's MRK Position: Q1 2026 in Review

CVA Family Office increased its Merck (MRK) stake by 7.6% in Q1 2026, buying an estimated $89.9K and bringing the position to 10,983 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #96.

CVA Family Office first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.46M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CVA Family Office held 10,983 shares of Merck worth $1.32M as of Q1 2026.
  • CVA Family Office bought 779 Merck shares in Q1 2026, an estimated $89.9K.
  • Merck made up 0.14% of CVA Family Office's portfolio in Q1 2026, its #96 holding.
  • CVA Family Office first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • CVA Family Office's Merck position peaked at $1.46M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.