UBS AM’s Merck MRK Stock Holding History

UBS AM’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	$2.46B	Buy	20,414,819 +981,416	+5%	+$113M	0.51%	29
2025 Q4	$2.05B	Sell	19,433,403 -316,462	-2%	-$29.7M	0.43%	36
2025 Q3	$1.66B	Sell	19,749,865 -5,383,464	-21%	-$443M	0.36%	43
2025 Q2	$1.99B	Buy	25,133,329 +4,395,852	+21%	+$349M	0.4%	42
2025 Q1	$1.86B	Sell	20,737,477 -810,281	-4%	-$75.7M	0.48%	33
2024 Q4	$2.14B	Buy	21,547,758 +3,791,737	+21%	+$391M	0.5%	29
2024 Q3	$2.02B	Buy	17,756,021 +309,656	+2%	+$36.8M	0.52%	26
2024 Q2	$2.16B	Buy	17,446,365 +4,898,995	+39%	+$631M	0.62%	24
2024 Q1	$1.66B	Sell	12,547,370 -122,597	-1%	-$15.1M	0.59%	24
2023 Q4	$1.38B	Buy	12,669,967 +17,903	+0.1%	+$1.86M	0.54%	27
2023 Q3	$1.3B	Buy	12,652,064 +746,357	+6%	+$80.4M	0.58%	24
2023 Q2	$1.27B	Hold	11,905,707	–	–	0.61%	27
2023 Q1	$1.27B	Sell	11,905,707 -322,004	-3%	-$34.8M	0.61%	27
2022 Q4	$1.36B	Buy	12,227,711 +64,902	+0.5%	+$6.63M	0.71%	22
2022 Q3	$1.05B	Buy	12,162,809 +265,432	+2%	+$23.7M	0.59%	25
2022 Q2	$1.08B	Buy	11,897,377 +16,184	+0.1%	+$1.43M	0.57%	26
2022 Q1	$975M	Sell	11,881,193 -258,147	-2%	-$20.4M	0.42%	40
2021 Q4	$930M	Sell	12,139,340 -559,316	-4%	-$44.5M	0.36%	53
2021 Q3	$954M	Buy	12,698,656 +1,069,797	+9%	+$81.4M	0.4%	47
2021 Q2	$904M	Sell	11,628,859 -1,221,361	-10%	-$90.8M	0.39%	48
2021 Q1	$945M	Buy	12,850,220 +121,314	+1%	+$8.95M	0.42%	41
2020 Q4	$994M	Sell	12,728,906 -362,341	-3%	-$27.7M	0.47%	35
2020 Q3	$1.04B	Buy	13,091,247 +322,787	+3%	+$25.3M	0.56%	26
2020 Q2	$942M	Sell	12,768,460 -1,974,960	-13%	-$149M	0.58%	27
2020 Q1	$1.08B	Buy	14,743,420 +490,350	+3%	+$38.5M	0.78%	17
2019 Q4	$1.24B	Buy	14,253,070 +200,579	+1%	+$16.5M	0.76%	16
2019 Q3	$1.13B	Buy	14,052,491 +1,831,331	+15%	+$147M	0.76%	17
2019 Q2	$978M	Buy	12,221,160 +2,067,271	+20%	+$158M	0.7%	21
2019 Q1	$806M	Buy	10,153,889 +471,752	+5%	+$35.3M	0.6%	29
2018 Q4	$706M	Buy	9,682,137 +196,355	+2%	+$13.9M	0.61%	29
2018 Q3	$642M	Sell	9,485,782 -95,625	-1%	-$6.09M	0.48%	34
2018 Q2	$555M	Buy	9,581,407 +1,141	+0%	+$64.4K	0.43%	38
2018 Q1	$498M	Buy	9,580,266 +992,574	+12%	+$53.6M	0.39%	43
2017 Q4	$461M	Sell	8,587,692 -840,552	-9%	-$46.6M	0.39%	49
2017 Q3	$576M	Buy	9,428,244 +103,565	+1%	+$6.28M	0.52%	35
2017 Q2	$570M	Sell	9,324,679 -1,095,838	-11%	-$66.7M	0.55%	32
2017 Q1	$632M	Buy	10,420,517 +2,101,325	+25%	+$127M	0.64%	25
2016 Q4	$467M	Sell	8,319,192 -316,560	-4%	-$18.5M	0.52%	34
2016 Q3	$514M	Sell	8,635,752 -53,872	-0.6%	-$3.15M	0.55%	32
2016 Q2	$478M	Buy	8,689,624 +231,120	+3%	+$12.3M	0.54%	33
2016 Q1	$427M	Sell	8,458,504 -616,890	-7%	-$30.2M	0.5%	40
2015 Q4	$457M	Sell	9,075,394 -1,534,675	-14%	-$77.4M	0.52%	36
2015 Q3	$500M	Sell	10,610,069 -1,026,479	-9%	-$54.5M	0.55%	35
2015 Q2	$632M	Buy	11,636,548 +409,998	+4%	+$23M	0.61%	30
2015 Q1	$616M	Sell	11,226,550 -189,291	-2%	-$10.7M	0.59%	28
2014 Q4	$619M	Buy	11,415,841 +103,592	+0.9%	+$5.77M	0.59%	29
2014 Q3	$640M	Buy	11,312,249 +32,434	+0.3%	+$1.82M	0.63%	26
2014 Q2	$623M	Sell	11,279,815 -1,380,587	-11%	-$75.3M	0.63%	24
2014 Q1	$686M	Buy	12,660,402 +1,105,130	+10%	+$57.2M	0.73%	18
2013 Q4	$552M	Buy	11,555,272 +343,315	+3%	+$15.7M	0.63%	24
2013 Q3	$509M	Buy	11,211,957 +108,016	+1%	+$4.93M	0.63%	25
2013 Q2	$492M	Buy	+11,103,941	New	+$496M	0.63%	23

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

UBS AM's MRK Position: Q1 2026 in Review

UBS AM increased its Merck (MRK) stake by 5.1% in Q1 2026, buying an estimated $113M and bringing the position to 20,414,819 shares worth $2.46B. The position accounts for 0.51% of the portfolio, ranked #29.

UBS AM first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

UBS AM held 20,414,819 shares of Merck worth $2.46B as of Q1 2026.
UBS AM bought 981,416 Merck shares in Q1 2026, an estimated $113M.
Merck made up 0.51% of UBS AM's portfolio in Q1 2026, its #29 holding.
UBS AM first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.