DA
MRK icon

Dover Advisors’s Merck MRK Stock Holding History

Dover 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 		$1.39M Sell
11,424
-1,456
-11% -$168K 0.57% 48
2025
Q4 		$1.37M Sell
12,880
-235
-2% -$22.1K 0.53% 53
2025
Q3 		$1.11M Sell
13,115
-162
-1% -$13.3K 0.44% 58
2025
Q2 		$1.05M Sell
13,277
-317
-2% -$25.2K 0.46% 56
2025
Q1 		$1.23M Buy
13,594
+603
+5% +$56.3K 0.54% 53
2024
Q4 		$1.29M Sell
12,991
-1,181
-8% -$122K 0.74% 43
2024
Q3 		$1.61M Buy
14,172
+1,838
+15% +$218K 0.91% 34
2024
Q2 		$1.53M Buy
12,334
+1,957
+19% +$252K 0.94% 31
2024
Q1 		$1.37M Buy
10,377
+4,208
+68% +$519K 0.94% 33
2023
Q4 		$677K Sell
6,169
-1,556
-20% -$162K 0.89% 39
2023
Q3 		$801K Buy
7,725
+205
+3% +$22.1K 0.81% 45
2023
Q2 		$873K Sell
7,520
-220
-3% -$25K 0.77% 43
2023
Q1 		$829K Buy
7,740
+1,213
+19% +$131K 0.8% 42
2022
Q4 		$729K Buy
+6,527
New +$667K 0.79% 43

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

Dover Advisors's MRK Position: Q1 2026 in Review

Dover Advisors reduced its Merck (MRK) stake by 11% in Q1 2026, selling an estimated $168K and leaving 11,424 shares worth $1.39M. The position accounts for 0.57% of the portfolio, ranked #48.

Dover Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Dover Advisors held 11,424 shares of Merck worth $1.39M as of Q1 2026.
  • Dover Advisors sold 1,456 Merck shares in Q1 2026, an estimated $168K.
  • Merck made up 0.57% of Dover Advisors's portfolio in Q1 2026, its #48 holding.
  • Dover Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Dover Advisors's Merck position peaked at $1.61M in Q3 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.