Exencial Wealth Advisors’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 | $2.58M | Sell |
21,409
-3,307
| -13% | -$382K | 0.08% | 201 |
|
|
2025
Q4 | $2.6M | Buy |
24,716
+1,379
| +6% | +$129K | 0.08% | 198 |
|
|
2025
Q3 | $1.96M | Sell |
23,337
-5,472
| -19% | -$451K | 0.06% | 221 |
|
|
2025
Q2 | $2.28M | Sell |
28,809
-1,497
| -5% | -$119K | 0.08% | 203 |
|
|
2025
Q1 | $2.72M | Sell |
30,306
-1,258
| -4% | -$117K | 0.1% | 184 |
|
|
2024
Q4 | $3.14M | Sell |
31,564
-59,587
| -65% | -$6.14M | 0.12% | 173 |
|
|
2024
Q3 | $10.4M | Sell |
91,151
-6,133
| -6% | -$729K | 0.37% | 84 |
|
|
2024
Q2 | $12M | Sell |
97,284
-376
| -0.4% | -$48.4K | 0.45% | 67 |
|
|
2024
Q1 | $12.9M | Buy |
97,660
+6,005
| +7% | +$740K | 0.48% | 67 |
|
|
2023
Q4 | $9.99M | Buy |
91,655
+4,909
| +6% | +$510K | 0.41% | 75 |
|
|
2023
Q3 | $8.93M | Buy |
86,746
+730
| +0.8% | +$78.7K | 0.43% | 72 |
|
|
2023
Q2 | $9.93M | Buy |
86,016
+1,080
| +1% | +$123K | 0.46% | 66 |
|
|
2023
Q1 | $9.04M | Sell |
84,936
-918
| -1% | -$99.1K | 0.47% | 66 |
|
|
2022
Q4 | $9.53M | Buy |
85,854
+69,336
| +420% | +$7.09M | 0.51% | 59 |
|
|
2022
Q3 | $1.42M | Sell |
16,518
-32
| -0.2% | -$2.86K | 0.09% | 185 |
|
|
2022
Q2 | $1.51M | Buy |
16,550
+1,919
| +13% | +$170K | 0.09% | 192 |
|
|
2022
Q1 | $1.2M | Buy |
14,631
+1,445
| +11% | +$114K | 0.06% | 221 |
|
|
2021
Q4 | $1.01M | Buy |
13,186
+2,852
| +28% | +$227K | 0.05% | 229 |
|
|
2021
Q3 | $776K | Sell |
10,334
-2,655
| -20% | -$202K | 0.03% | 209 |
|
|
2021
Q2 | $1.01M | Sell |
12,989
-945
| -7% | -$70.3K | 0.05% | 229 |
|
|
2021
Q1 | $1.02M | Sell |
13,934
-689
| -5% | -$50.8K | 0.06% | 214 |
|
|
2020
Q4 | $1.14M | Sell |
14,623
-8,657
| -37% | -$662K | 0.08% | 187 |
|
|
2020
Q3 | $1.84M | Buy |
23,280
+3,385
| +17% | +$265K | 0.1% | 173 |
|
|
2020
Q2 | $1.47M | Buy |
19,895
+3,705
| +23% | +$279K | 0.13% | 153 |
|
|
2020
Q1 | $1.19M | Sell |
16,190
-498
| -3% | -$39.1K | 0.21% | 98 |
|
|
2019
Q4 | $1.45M | Sell |
16,688
-1,133
| -6% | -$93.1K | 0.25% | 99 |
|
|
2019
Q3 | $1.43M | Buy |
17,821
+2,728
| +18% | +$219K | 0.31% | 91 |
|
|
2019
Q2 | $1.21M | Sell |
15,093
-1,133
| -7% | -$86.8K | 0.28% | 87 |
|
|
2019
Q1 | $1.29M | Sell |
16,226
-289
| -2% | -$21.6K | 0.31% | 86 |
|
|
2018
Q4 | $1.2M | Sell |
16,515
-48
| -0.3% | -$3.39K | 0.32% | 82 |
|
|
2018
Q3 | $1.12M | Sell |
16,563
-1,795
| -10% | -$114K | 0.26% | 89 |
|
|
2018
Q2 | $1.06M | Sell |
18,358
-1,746
| -9% | -$98.5K | 0.3% | 84 |
|
|
2018
Q1 | $1.04M | Sell |
20,104
-1,981
| -9% | -$107K | 0.31% | 83 |
|
|
2017
Q4 | $1.19M | Sell |
22,085
-70
| -0.3% | -$3.88K | 0.36% | 77 |
|
|
2017
Q3 | $1.35M | Buy |
+22,155
| New | +$1.34M | 0.45% | 68 |
|
|
2016
Q1 | – | Sell |
-25,702
| Closed | -$1.26M | – | 155 |
|
|
2015
Q4 | $1.26M | Buy |
25,702
+925
| +4% | +$46.6K | 0.62% | 54 |
|
|
2015
Q3 | $1.17M | Sell |
24,777
-543
| -2% | -$28.8K | 0.57% | 55 |
|
|
2015
Q2 | $1.4M | Buy |
+25,320
| New | +$1.42M | 0.89% | 41 |
|
|
2014
Q2 | – | Sell |
-27,711
| Closed | -$1.49M | – | 150 |
|
|
2014
Q1 | $1.49M | Buy |
+27,711
| New | +$1.43M | 0.62% | 59 |
|
Other funds holding MRK
VCM
VPM
Exencial Wealth Advisors's MRK Position: Q1 2026 in Review
Exencial Wealth Advisors reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $382K and leaving 21,409 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #201.
Exencial Wealth Advisors first reported a position in MRK in Q1 2014 and has held it in 39 quarters since. The position peaked at $12.9M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Exencial Wealth Advisors held 21,409 shares of Merck worth $2.58M as of Q1 2026.
- Exencial Wealth Advisors sold 3,307 Merck shares in Q1 2026, an estimated $382K.
- Merck made up 0.08% of Exencial Wealth Advisors's portfolio in Q1 2026, its #201 holding.
- Exencial Wealth Advisors first reported a position in Merck in Q1 2014 and has held it in 39 quarters since.
- Exencial Wealth Advisors's Merck position peaked at $12.9M in Q1 2024.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.