New World Advisors’s Merck MRK Stock Holding History

New World 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	$456K	Sell	3,792 -166	-4%	-$19.2K	0.08%	37
2025 Q4	$417K	Buy	3,958 +476	+14%	+$44.7K	0.07%	44
2025 Q3	$292K	Buy	3,482 +500	+17%	+$41.2K	0.05%	56
2025 Q2	$236K	Buy	+2,982	New	+$237K	0.05%	63
2023 Q1	–	Sell	-2,050	Closed	-$227K	–	69
2022 Q4	$227K	Sell	2,050 -875	-30%	-$89.4K	0.08%	58
2022 Q3	$252K	Sell	2,925 -100	-3%	-$8.93K	0.12%	45
2022 Q2	$284K	Sell	3,025 -3,175	-51%	-$281K	0.15%	45
2022 Q1	$534K	Hold	6,200	–	–	0.28%	18
2021 Q4	$476K	Buy	6,200 +1,100	+22%	+$87.6K	0.22%	32
2021 Q3	$414K	Sell	5,100 -5,192	-50%	-$395K	0.19%	30
2021 Q2	$800K	Buy	+10,292	New	+$766K	0.54%	43

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New World Advisors's MRK Position: Q1 2026 in Review

New World Advisors reduced its Merck (MRK) stake by 4.2% in Q1 2026, selling an estimated $19.2K and leaving 3,792 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #37.

New World Advisors first reported a position in MRK in Q2 2021 and has held it in 11 quarters since. The position peaked at $800K in Q2 2021. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

New World Advisors held 3,792 shares of Merck worth $456K as of Q1 2026.
New World Advisors sold 166 Merck shares in Q1 2026, an estimated $19.2K.
Merck made up 0.08% of New World Advisors's portfolio in Q1 2026, its #37 holding.
New World Advisors first reported a position in Merck in Q2 2021 and has held it in 11 quarters since.
New World Advisors's Merck position peaked at $800K in Q2 2021.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.