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MRK icon

CWC Advisors’s Merck MRK Stock Holding History

CWC 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
Q2 		$611K Sell
4,753
-85
-2% -$9.95K 0.27% 93
2026
Q1 		$582K Sell
4,838
-9
-0.2% -$1.04K 0.28% 84
2025
Q4 		$510K Sell
4,847
-176
-4% -$16.5K 0.25% 97
2025
Q3 		$422K Sell
5,023
-225
-4% -$18.5K 0.21% 104
2025
Q2 		$415K Sell
5,248
-304
-5% -$24.2K 0.21% 96
2025
Q1 		$498K Buy
5,552
+472
+9% +$44.1K 0.28% 77
2024
Q4 		$505K Sell
5,080
-418
-8% -$43.1K 0.5% 57
2024
Q3 		$624K Buy
+5,498
New +$653K 0.62% 51

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

CWC Advisors's MRK Position: Q2 2026 in Review

CWC Advisors reduced its Merck (MRK) stake by 1.8% in Q2 2026, selling an estimated $9.95K and leaving 4,753 shares worth $611K. The position accounts for 0.27% of the portfolio, ranked #93.

CWC Advisors first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $624K in Q3 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CWC Advisors held 4,753 shares of Merck worth $611K as of Q2 2026.
  • CWC Advisors sold 85 Merck shares in Q2 2026, an estimated $9.95K.
  • Merck made up 0.27% of CWC Advisors's portfolio in Q2 2026, its #93 holding.
  • CWC Advisors first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Merck position peaked at $624K in Q3 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.