CWC Advisors
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
Q3 		$694K Buy
4,776
+23
+0.5% +$3.18K 0.32% 75
2026
Q2 		$611K Sell
4,753
-85
-2% -$9.9K 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

CWC Advisors's MRK Position: Q3 2026 in Review

CWC Advisors increased its Merck (MRK) stake by 0.48% in Q3 2026, buying an estimated $3.18K and bringing the position to 4,776 shares worth $694K. The position accounts for 0.32% of the portfolio, ranked #75.

CWC Advisors first reported a position in MRK in Q3 2024 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • CWC Advisors held 4,776 shares of Merck worth $694K as of Q3 2026.
  • CWC Advisors bought 23 Merck shares in Q3 2026, an estimated $3.18K.
  • Merck made up 0.32% of CWC Advisors's portfolio in Q3 2026, its #75 holding.
  • CWC Advisors first reported a position in Merck in Q3 2024 and has held it in 9 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.