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
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 $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

United Advisor Group's MRK Position: Q1 2026 in Review

United Advisor Group increased its Merck (MRK) stake by 2.9% in Q1 2026, buying an estimated $50.5K and bringing the position to 15,279 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #115.

United Advisor Group first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • United Advisor Group held 15,279 shares of Merck worth $1.84M as of Q1 2026.
  • United Advisor Group bought 437 Merck shares in Q1 2026, an estimated $50.5K.
  • Merck made up 0.23% of United Advisor Group's portfolio in Q1 2026, its #115 holding.
  • United Advisor Group first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.