UAG
MRK icon

United Advisor Group’s Merck MRK Stock Holding History

United Advisor 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
Q2 		$1.82M Sell
14,125
-1,154
-8% -$135K 0.19% 137
2026
Q1 		$1.84M Buy
15,279
+437
+3% +$50.5K 0.23% 115
2025
Q4 		$1.56M Buy
14,842
+353
+2% +$33.1K 0.19% 127
2025
Q3 		$1.22M Buy
14,489
+5,827
+67% +$480K 0.16% 144
2025
Q2 		$686K Buy
8,662
+580
+7% +$46.1K 0.12% 177
2025
Q1 		$725K Sell
8,082
-2,334
-22% -$218K 0.15% 143
2024
Q4 		$1.04M Buy
10,416
+2,600
+33% +$268K 0.2% 119
2024
Q3 		$888K Buy
7,816
+4,077
+109% +$484K 0.2% 115
2024
Q2 		$463K Buy
3,739
+540
+17% +$69.6K 0.14% 138
2024
Q1 		$422K Buy
+3,199
New +$394K 0.16% 135

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Advisor Group's MRK Position: Q2 2026 in Review

United Advisor Group reduced its Merck (MRK) stake by 7.6% in Q2 2026, selling an estimated $135K and leaving 14,125 shares worth $1.82M. The position accounts for 0.19% of the portfolio, ranked #137.

United Advisor Group first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2026. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • United Advisor Group held 14,125 shares of Merck worth $1.82M as of Q2 2026.
  • United Advisor Group sold 1,154 Merck shares in Q2 2026, an estimated $135K.
  • Merck made up 0.19% of United Advisor Group's portfolio in Q2 2026, its #137 holding.
  • United Advisor Group first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's Merck position peaked at $1.84M in Q1 2026.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.