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Sand Hill Global Advisors’s Merck MRK Stock Holding History

Sand Hill Global 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 		$295K Buy
2,449
+145
+6% +$16.7K 0.01% 170
2025
Q4 		$243K Buy
+2,304
New +$216K 0.01% 182
2025
Q3 		– Sell
-2,910
Closed -$230K – 208
2025
Q2 		$230K Sell
2,910
-1,752
-38% -$139K 0.01% 187
2025
Q1 		$418K Buy
4,662
+827
+22% +$77.2K 0.02% 152
2024
Q4 		$382K Sell
3,835
-201
-5% -$20.7K 0.02% 152
2024
Q3 		$458K Sell
4,036
-33
-0.8% -$3.92K 0.02% 143
2024
Q2 		$504K Buy
4,069
+680
+20% +$87.6K 0.02% 136
2024
Q1 		$447K Buy
3,389
+33
+1% +$4.07K 0.02% 123
2023
Q4 		$366K Sell
3,356
-361
-10% -$37.5K 0.02% 133
2023
Q3 		$383K Sell
3,717
-64
-2% -$6.9K 0.02% 119
2023
Q2 		$436K Sell
3,781
-117
-3% -$13.3K 0.02% 120
2023
Q1 		$415K Buy
3,898
+1
+0% +$108 0.02% 126
2022
Q4 		$432K Sell
3,897
-227
-6% -$23.2K 0.02% 130
2022
Q3 		$355K Buy
4,124
+77
+2% +$6.87K 0.02% 129
2022
Q2 		$369K Sell
4,047
-35,620
-90% -$3.16M 0.02% 128
2022
Q1 		$3.25M Buy
39,667
+3,088
+8% +$243K 0.18% 66
2021
Q4 		$2.8M Buy
36,579
+395
+1% +$31.5K 0.16% 72
2021
Q3 		$2.72M Sell
36,184
-456
-1% -$34.7K 0.17% 67
2021
Q2 		$2.85M Sell
36,640
-1,199
-3% -$89.2K 0.17% 67
2021
Q1 		$2.78M Buy
37,839
+5,139
+16% +$379K 0.18% 65
2020
Q4 		$2.55M Sell
32,700
-2,257
-6% -$173K 0.17% 65
2020
Q3 		$2.77M Sell
34,957
-706
-2% -$55.3K 0.21% 57
2020
Q2 		$2.63M Sell
35,663
-386
-1% -$29.1K 0.21% 61
2020
Q1 		$2.65M Buy
36,049
+29,298
+434% +$2.3M 0.25% 55
2019
Q4 		$586K Buy
6,751
+961
+17% +$78.9K 0.05% 94
2019
Q3 		$465K Buy
5,790
+1,760
+44% +$141K 0.04% 101
2019
Q2 		$322K Buy
+4,030
New +$309K 0.03% 90
2014
Q3 		– Sell
-3,641
Closed -$201K – 80
2014
Q2 		$201K Buy
+3,641
New +$199K 0.04% 78

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

Sand Hill Global Advisors's MRK Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Merck (MRK) stake by 6.3% in Q1 2026, buying an estimated $16.7K and bringing the position to 2,449 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #170.

Sand Hill Global Advisors first reported a position in MRK in Q2 2014 and has held it in 28 quarters since. The position peaked at $3.25M in Q1 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Sand Hill Global Advisors held 2,449 shares of Merck worth $295K as of Q1 2026.
  • Sand Hill Global Advisors bought 145 Merck shares in Q1 2026, an estimated $16.7K.
  • Merck made up 0.01% of Sand Hill Global Advisors's portfolio in Q1 2026, its #170 holding.
  • Sand Hill Global Advisors first reported a position in Merck in Q2 2014 and has held it in 28 quarters since.
  • Sand Hill Global Advisors's Merck position peaked at $3.25M in Q1 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.