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U.S. Capital Wealth Advisors’s Merck MRK Stock Holding History

U.S. Capital Wealth 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 		$16.5M Buy
137,497
+75,219
+121% +$8.68M 0.42% 53
2025
Q4 		$6.56M Buy
62,278
+23,557
+61% +$2.21M 0.17% 148
2025
Q3 		$3.25M Buy
38,721
+3,301
+9% +$272K 0.09% 228
2025
Q2 		$2.8M Buy
35,420
+2,532
+8% +$201K 0.08% 236
2025
Q1 		$2.95M Buy
32,888
+7,154
+28% +$668K 0.09% 227
2024
Q4 		$2.56M Sell
25,734
-15,640
-38% -$1.61M 0.08% 259
2024
Q3 		$4.7M Buy
41,374
+3,557
+9% +$423K 0.17% 134
2024
Q2 		$4.68M Sell
37,817
-13,384
-26% -$1.72M 0.18% 127
2024
Q1 		$6.76M Sell
51,201
-10,930
-18% -$1.35M 0.26% 88
2023
Q4 		$6.77M Buy
62,131
+841
+1% +$87.3K 0.27% 90
2023
Q3 		$6.31M Sell
61,290
-1,461
-2% -$157K 0.28% 83
2023
Q2 		$7.24M Sell
62,751
-8,268
-12% -$939K 0.34% 73
2023
Q1 		$7.56M Sell
71,019
-18,771
-21% -$2.03M 0.35% 66
2022
Q4 		$9.96M Sell
89,790
-3,174
-3% -$324K 0.46% 38
2022
Q3 		$8.01M Buy
92,964
+2,652
+3% +$237K 0.41% 45
2022
Q2 		$8.23M Sell
90,312
-1,712
-2% -$152K 0.36% 60
2022
Q1 		$7.55M Sell
92,024
-37,596
-29% -$2.96M 0.28% 76
2021
Q4 		$9.93M Sell
129,620
-12,792
-9% -$1.02M 0.39% 58
2021
Q3 		$10.8M Buy
+142,412
New +$10.8M 0.47% 46

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

U.S. Capital Wealth Advisors's MRK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Merck (MRK) stake by 121% in Q1 2026, buying an estimated $8.68M and bringing the position to 137,497 shares worth $16.5M. The position accounts for 0.42% of the portfolio, ranked #53.

U.S. Capital Wealth Advisors first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • U.S. Capital Wealth Advisors held 137,497 shares of Merck worth $16.5M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 75,219 Merck shares in Q1 2026, an estimated $8.68M.
  • Merck made up 0.42% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • U.S. Capital Wealth Advisors first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.