Richard Bernstein Advisors’s Merck MRK Stock Holding History

Richard Bernstein 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	$2.26M	Hold	18,815	–	–	0.07%	67
2025 Q4	$1.98M	Sell	18,815 -1,945	-9%	-$183K	0.06%	71
2025 Q3	$1.74M	Sell	20,760 -18,245	-47%	-$1.5M	0.05%	108
2025 Q2	$3.09M	Hold	39,005	–	–	0.08%	136
2025 Q1	$3.5M	Sell	39,005 -824	-2%	-$76.9K	0.08%	116
2024 Q4	$3.96M	Hold	39,829	–	–	0.09%	113
2024 Q3	$4.52M	Sell	39,829 -4,216	-10%	-$501K	0.1%	87
2024 Q2	$5.45M	Hold	44,045	–	–	0.12%	59
2024 Q1	$5.81M	Hold	44,045	–	–	0.12%	60
2023 Q4	$4.8M	Buy	44,045 +40	+0.1%	+$4.15K	0.11%	65
2023 Q3	$4.53M	Sell	44,005 -17,356	-28%	-$1.87M	0.1%	64
2023 Q2	$7.08M	Sell	61,361 -1,544	-2%	-$175K	0.15%	46
2023 Q1	$6.69M	Hold	62,905	–	–	0.14%	55
2022 Q4	$6.98M	Buy	62,905 +5,290	+9%	+$541K	0.16%	55
2022 Q3	$4.96M	Sell	57,615 -8,677	-13%	-$775K	0.12%	70
2022 Q2	$6.04M	Buy	66,292 +9,464	+17%	+$839K	0.13%	68
2022 Q1	$4.66M	Hold	56,828	–	–	0.09%	105
2021 Q4	$4.36M	Hold	56,828	–	–	0.08%	111
2021 Q3	$4.27M	Buy	56,828 +4,313	+8%	+$328K	0.09%	119
2021 Q2	$4.08M	Sell	52,515 -2,521	-5%	-$188K	0.08%	120
2021 Q1	$4.05M	Hold	55,036	–	–	0.09%	115
2020 Q4	$4.3M	Hold	55,036	–	–	0.11%	106
2020 Q3	$4.36M	Hold	55,036	–	–	0.12%	80
2020 Q2	$4.07M	Hold	55,036	–	–	0.13%	86
2020 Q1	$4.05M	Sell	55,036 -39,766	-42%	-$3.13M	0.14%	78
2019 Q4	$8.23M	Hold	94,802	–	–	0.27%	40
2019 Q3	$7.61M	Sell	94,802 -17,278	-15%	-$1.38M	0.25%	43
2019 Q2	$8.97M	Hold	112,080	–	–	0.3%	36
2019 Q1	$8.89M	Sell	112,080 -8,676	-7%	-$649K	0.29%	42
2018 Q4	$8.8M	Hold	120,756	–	–	0.32%	46
2018 Q3	$8.17M	Buy	120,756 +72,897	+152%	+$4.64M	0.24%	66
2018 Q2	$2.77M	Buy	47,859 +3,850	+9%	+$217K	0.09%	220
2018 Q1	$2.29M	Hold	44,009	–	–	0.08%	214
2017 Q4	$2.36M	Buy	44,009 +7,851	+22%	+$435K	0.1%	170
2017 Q3	$2.21M	Hold	36,158	–	–	0.15%	167
2017 Q2	$2.21M	Hold	36,158	–	–	0.17%	159
2017 Q1	$2.19M	Hold	36,158	–	–	0.17%	183
2016 Q4	$2.03M	Hold	36,158	–	–	0.17%	189
2016 Q3	$2.15M	Hold	36,158	–	–	0.2%	180
2016 Q2	$1.99M	Hold	36,158	–	–	0.19%	216
2016 Q1	$1.83M	Sell	36,158 -75,507	-68%	-$3.7M	0.18%	221
2015 Q4	$5.63M	Hold	111,665	–	–	0.72%	49
2015 Q3	$5.26M	Hold	111,665	–	–	0.72%	51
2015 Q2	$6.07M	Buy	+111,665	New	+$6.26M	0.73%	40

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

Richard Bernstein Advisors's MRK Position: Q1 2026 in Review

Richard Bernstein Advisors held its Merck (MRK) position steady in Q1 2026 at 18,815 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #67.

Richard Bernstein Advisors first reported a position in MRK in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.97M in Q2 2019. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Richard Bernstein Advisors held 18,815 shares of Merck worth $2.26M as of Q1 2026.
Richard Bernstein Advisors left its Merck share count unchanged in Q1 2026.
Merck made up 0.07% of Richard Bernstein Advisors's portfolio in Q1 2026, its #67 holding.
Richard Bernstein Advisors first reported a position in Merck in Q2 2015 and has held it in 44 quarters since.
Richard Bernstein Advisors's Merck position peaked at $8.97M in Q2 2019.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.