GVAG
MRK icon

Great Valley Advisor Group’s Merck MRK Stock Holding History

Great Valley Advisor Group’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 		$5.51M Buy
45,768
+579
+1% +$66.8K 0.1% 181
2025
Q4 		$4.76M Sell
45,189
-1,828
-4% -$172K 0.09% 199
2025
Q3 		$3.95M Sell
47,017
-51,947
-52% -$4.28M 0.08% 214
2025
Q2 		$7.83M Sell
98,964
-5,160
-5% -$410K 0.17% 129
2025
Q1 		$9.35M Sell
104,124
-4,651
-4% -$434K 0.2% 119
2024
Q4 		$10.8M Buy
108,775
+6,112
+6% +$630K 0.24% 100
2024
Q3 		$11.7M Buy
102,663
+7,064
+7% +$839K 0.29% 90
2024
Q2 		$11.8M Buy
95,599
+5,885
+7% +$758K 0.33% 80
2024
Q1 		$11.8M Sell
89,714
-9,337
-9% -$1.15M 0.36% 71
2023
Q4 		$10.8M Buy
99,051
+5,982
+6% +$621K 0.38% 66
2023
Q3 		$9.58M Buy
93,069
+9,052
+11% +$976K 0.4% 67
2023
Q2 		$9.69M Buy
84,017
+2,499
+3% +$284K 0.41% 63
2023
Q1 		$8.67M Buy
81,518
+5,292
+7% +$571K 0.4% 64
2022
Q4 		$8.46M Buy
76,226
+24,931
+49% +$2.55M 0.43% 56
2022
Q3 		$4.42M Sell
51,295
-1,372
-3% -$122K 0.25% 101
2022
Q2 		$4.8M Buy
52,667
+6,745
+15% +$598K 0.26% 94
2022
Q1 		$3.64M Sell
45,922
-476
-1% -$37.5K 0.21% 123
2021
Q4 		$3.52M Sell
46,398
-293
-0.6% -$23.3K 0.22% 119
2021
Q3 		$3.51M Sell
46,691
-1,293
-3% -$98.3K 0.24% 113
2021
Q2 		$3.72M Sell
47,984
-2,631
-5% -$196K 0.27% 98
2021
Q1 		$3.72M Sell
50,615
-8,921
-15% -$658K 0.36% 62
2020
Q4 		$4.65M Buy
59,536
+2,956
+5% +$226K 0.48% 44
2020
Q3 		$4.48M Sell
56,580
-1,492
-3% -$117K 0.55% 39
2020
Q2 		$4.29M Buy
58,072
+11,149
+24% +$839K 0.7% 31
2020
Q1 		$3.44M Buy
46,923
+4,284
+10% +$337K 0.91% 24
2019
Q4 		$3.7M Sell
42,639
-2,354
-5% -$193K 0.82% 23
2019
Q3 		$3.61M Buy
44,993
+516
+1% +$41.4K 0.87% 19
2019
Q2 		$3.55M Buy
44,477
+18,937
+74% +$1.45M 0.89% 19
2019
Q1 		$2.03M Buy
25,540
+6,483
+34% +$485K 0.64% 36
2018
Q4 		$1.39M Buy
+19,057
New +$1.35M 0.52% 48

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

Great Valley Advisor Group's MRK Position: Q1 2026 in Review

Great Valley Advisor Group increased its Merck (MRK) stake by 1.3% in Q1 2026, buying an estimated $66.8K and bringing the position to 45,768 shares worth $5.51M. The position accounts for 0.1% of the portfolio, ranked #181.

Great Valley Advisor Group first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.8M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Great Valley Advisor Group held 45,768 shares of Merck worth $5.51M as of Q1 2026.
  • Great Valley Advisor Group bought 579 Merck shares in Q1 2026, an estimated $66.8K.
  • Merck made up 0.1% of Great Valley Advisor Group's portfolio in Q1 2026, its #181 holding.
  • Great Valley Advisor Group first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Merck position peaked at $11.8M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.