Riverstone Advisors’s Merck MRK Stock Holding History

Riverstone 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	$269K	Buy	+2,239	New	+$258K	0.13%	58
2025 Q4	–	Sell	-3,578	Closed	-$300K	–	64
2025 Q3	$300K	Sell	3,578 -391	-10%	-$32.2K	0.15%	49
2025 Q2	$314K	Hold	3,969	–	–	0.17%	43
2025 Q1	$356K	Sell	3,969 -65	-2%	-$6.07K	0.21%	38
2024 Q4	$401K	Sell	4,034 -135	-3%	-$13.9K	0.23%	34
2024 Q3	$473K	Hold	4,169	–	–	0.28%	28
2024 Q2	$516K	Hold	4,169	–	–	0.32%	27
2024 Q1	$550K	Sell	4,169 -60	-1%	-$7.39K	0.33%	27
2023 Q4	$461K	Sell	4,229 -110	-3%	-$11.4K	0.3%	30
2023 Q3	$447K	Hold	4,339	–	–	0.31%	28
2023 Q2	$501K	Buy	4,339 +315	+8%	+$35.8K	0.3%	33
2023 Q1	$428K	Hold	4,024	–	–	0.27%	35
2022 Q4	$446K	Hold	4,024	–	–	0.31%	33
2022 Q3	$347K	Hold	4,024	–	–	0.22%	36
2022 Q2	$367K	Buy	4,024 +915	+29%	+$81.1K	0.23%	37
2022 Q1	$255K	Buy	+3,109	New	+$245K	0.13%	38
2020 Q4	–	Sell	-3,291	Closed	-$260K	–	41
2020 Q3	$260K	Hold	3,291	–	–	0.17%	32
2020 Q2	$243K	Sell	3,291 -1,231	-27%	-$92.7K	0.18%	33
2020 Q1	$332K	Sell	4,522 -21	-0.5%	-$1.65K	0.34%	27
2019 Q4	$394K	Sell	4,543 -95	-2%	-$7.8K	0.29%	34
2019 Q3	$373K	Buy	4,638 +1,813	+64%	+$145K	0.29%	32
2019 Q2	$226K	Hold	2,825	–	–	0.18%	36
2019 Q1	$224K	Hold	2,825	–	–	0.19%	37
2018 Q4	$206K	Buy	+2,825	New	+$199K	0.21%	35

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

Riverstone Advisors's MRK Position: Q1 2026 in Review

Riverstone Advisors opened a new position in Merck (MRK) in Q1 2026: 2,239 shares worth $269K. The stake represents 0.13% of the portfolio and ranks #58 among its holdings. This is a return to the name: Riverstone Advisors previously reported a position in MRK as recently as Q3 2025.

Riverstone Advisors first reported a position in MRK in Q4 2018 and has held it in 24 quarters since. The position peaked at $550K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Riverstone Advisors held 2,239 shares of Merck worth $269K as of Q1 2026.
Merck was a new Riverstone Advisors position in Q1 2026.
Merck made up 0.13% of Riverstone Advisors's portfolio in Q1 2026, its #58 holding.
Riverstone Advisors first reported a position in Merck in Q4 2018 and has held it in 24 quarters since.
Riverstone Advisors's Merck position peaked at $550K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.