UBS Group’s Merck MRK Stock Holding History

UBS Group’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	$1.68B	Sell	13,933,630 -5,244,642	-27%	-$605M	0.25%	65
2025 Q4	$2.02B	Buy	19,178,272 +2,272,264	+13%	+$213M	0.33%	41
2025 Q3	$1.42B	Buy	16,906,008 +5,194	+0%	+$428K	0.22%	68
2025 Q2	$1.34B	Sell	16,900,814 -4,160,455	-20%	-$331M	0.23%	67
2025 Q1	$1.89B	Buy	21,061,269 +3,789,980	+22%	+$354M	0.35%	39
2024 Q4	$1.72B	Buy	17,271,289 +1,964,947	+13%	+$203M	0.32%	41
2024 Q3	$1.74B	Buy	15,306,342 +803,614	+6%	+$95.5M	0.38%	40
2024 Q2	$1.8B	Buy	14,502,728 +965,628	+7%	+$124M	0.44%	31
2024 Q1	$1.79B	Buy	13,537,100 +878,544	+7%	+$108M	0.44%	28
2023 Q4	$1.38B	Buy	12,658,556 +443,308	+4%	+$46M	0.41%	34
2023 Q3	$1.26B	Sell	12,215,248 -489,666	-4%	-$52.8M	0.43%	37
2023 Q2	$1.47B	Sell	12,704,914 -120,031	-0.9%	-$13.6M	0.5%	33
2023 Q1	$1.36B	Buy	12,824,945 +140,102	+1%	+$15.1M	0.5%	27
2022 Q4	$1.41B	Buy	12,684,843 +1,710,447	+16%	+$175M	0.53%	23
2022 Q3	$945M	Sell	10,974,396 -884,251	-7%	-$78.9M	0.41%	38
2022 Q2	$1.08B	Sell	11,858,647 -229,352	-2%	-$20.3M	0.44%	30
2022 Q1	$992M	Sell	12,087,999 -924,138	-7%	-$72.9M	0.33%	59
2021 Q4	$997M	Buy	13,012,137 +365,649	+3%	+$29.1M	0.29%	68
2021 Q3	$950M	Buy	12,646,488 +1,874,333	+17%	+$143M	0.3%	61
2021 Q2	$838M	Buy	10,772,155 +989,395	+10%	+$73.6M	0.27%	77
2021 Q1	$720M	Sell	9,782,760 -168,415	-2%	-$12.4M	0.24%	96
2020 Q4	$777M	Sell	9,951,175 -1,813,006	-15%	-$139M	0.26%	77
2020 Q3	$931M	Buy	11,764,181 +430,716	+4%	+$33.7M	0.35%	60
2020 Q2	$836M	Buy	11,333,465 +369,885	+3%	+$27.8M	0.35%	58
2020 Q1	$805M	Sell	10,963,580 -2,768,450	-20%	-$218M	0.38%	56
2019 Q4	$1.19B	Buy	13,732,030 +1,352,537	+11%	+$111M	0.41%	45
2019 Q3	$994M	Buy	12,379,493 +68,652	+0.6%	+$5.5M	0.38%	51
2019 Q2	$985M	Buy	12,310,841 +2,731,868	+29%	+$209M	0.38%	56
2019 Q1	$760M	Buy	9,578,973 +150,625	+2%	+$11.3M	0.31%	68
2018 Q4	$687M	Sell	9,428,348 -2,426,227	-20%	-$171M	0.31%	66
2018 Q3	$802M	Buy	11,854,575 +48,622	+0.4%	+$3.1M	0.32%	61
2018 Q2	$684M	Buy	11,805,953 +489,829	+4%	+$27.6M	0.3%	64
2018 Q1	$588M	Sell	11,316,124 -14,942	-0.1%	-$807K	0.25%	87
2017 Q4	$608M	Buy	11,331,066 +896,546	+9%	+$49.7M	0.25%	92
2017 Q3	$638M	Sell	10,434,520 -10,437	-0.1%	-$633K	0.29%	72
2017 Q2	$639M	Buy	10,444,957 +92,825	+0.9%	+$5.65M	0.33%	63
2017 Q1	$628M	Buy	10,352,132 +539,535	+5%	+$32.7M	0.34%	56
2016 Q4	$551M	Buy	9,812,597 +716,023	+8%	+$41.9M	0.3%	60
2016 Q3	$542M	Sell	9,096,574 -1,237,864	-12%	-$72.4M	0.32%	59
2016 Q2	$568M	Buy	10,334,438 +233,124	+2%	+$12.4M	0.36%	45
2016 Q1	$510M	Sell	10,101,314 -1,060,285	-9%	-$51.9M	0.34%	48
2015 Q4	$563M	Buy	11,161,599 +143,747	+1%	+$7.25M	0.37%	47
2015 Q3	$519M	Buy	11,017,852 +322,661	+3%	+$17.1M	0.37%	40
2015 Q2	$581M	Sell	10,695,191 -873,924	-8%	-$49M	0.39%	34
2015 Q1	$635M	Sell	11,569,115 -960,755	-8%	-$54.4M	0.44%	31
2014 Q4	$679M	Buy	+12,529,870	New	+$698M	0.47%	22

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 Group's MRK Position: Q1 2026 in Review

UBS Group reduced its Merck (MRK) stake by 27% in Q1 2026, selling an estimated $605M and leaving 13,933,630 shares worth $1.68B. The position accounts for 0.25% of the portfolio, ranked #65.

UBS Group first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.02B in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

UBS Group held 13,933,630 shares of Merck worth $1.68B as of Q1 2026.
UBS Group sold 5,244,642 Merck shares in Q1 2026, an estimated $605M.
Merck made up 0.25% of UBS Group's portfolio in Q1 2026, its #65 holding.
UBS Group first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
UBS Group's Merck position peaked at $2.02B in Q4 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.