United Capital Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.5M | Sell |
145,312
-3,591
| -2% | -$415K | 0.11% | 158 |
|
|
2025
Q4 | $15.7M | Buy |
148,903
+26,911
| +22% | +$2.53M | 0.09% | 176 |
|
|
2025
Q3 | $10.2M | Sell |
121,992
-3,702
| -3% | -$305K | 0.07% | 204 |
|
|
2025
Q2 | $9.95M | Sell |
125,694
-5,176
| -4% | -$411K | 0.08% | 196 |
|
|
2025
Q1 | $11.7M | Sell |
130,870
-19,206
| -13% | -$1.79M | 0.1% | 160 |
|
|
2024
Q4 | $14.9M | Sell |
150,076
-8,951
| -6% | -$923K | 0.13% | 138 |
|
|
2024
Q3 | $18.1M | Sell |
159,027
-8,897
| -5% | -$1.06M | 0.15% | 131 |
|
|
2024
Q2 | $20.8M | Sell |
167,924
-38,756
| -19% | -$4.99M | 0.18% | 111 |
|
|
2024
Q1 | $27.3M | Sell |
206,680
-33,939
| -14% | -$4.18M | 0.22% | 98 |
|
|
2023
Q4 | $26.2M | Sell |
240,619
-277,085
| -54% | -$28.8M | 0.22% | 101 |
|
|
2023
Q3 | $53.3M | Buy |
517,704
+16,368
| +3% | +$1.76M | 0.35% | 62 |
|
|
2023
Q2 | $57.8M | Sell |
501,336
-5,760
| -1% | -$654K | 0.32% | 67 |
|
|
2023
Q1 | $53.9M | Sell |
507,096
-25,001
| -5% | -$2.7M | 0.3% | 68 |
|
|
2022
Q4 | $59M | Buy |
532,097
+1,385
| +0.3% | +$142K | 0.33% | 67 |
|
|
2022
Q3 | $45.7M | Sell |
530,712
-9,482
| -2% | -$846K | 0.27% | 75 |
|
|
2022
Q2 | $49.2M | Buy |
540,194
+196,993
| +57% | +$17.5M | 0.27% | 76 |
|
|
2022
Q1 | $28.2M | Buy |
343,201
+784
| +0.2% | +$61.8K | 0.14% | 151 |
|
|
2021
Q4 | $26.2M | Sell |
342,417
-15,355
| -4% | -$1.22M | 0.12% | 166 |
|
|
2021
Q3 | $26.9M | Sell |
357,772
-7,019
| -2% | -$534K | 0.13% | 156 |
|
|
2021
Q2 | $28.4M | Sell |
364,791
-7,468
| -2% | -$555K | 0.14% | 150 |
|
|
2021
Q1 | $27.4M | Buy |
372,259
+19,584
| +6% | +$1.44M | 0.15% | 148 |
|
|
2020
Q4 | $27.5M | Buy |
352,675
+10,524
| +3% | +$805K | 0.17% | 136 |
|
|
2020
Q3 | $27.1M | Buy |
342,151
+10,381
| +3% | +$813K | 0.18% | 132 |
|
|
2020
Q2 | $24.5M | Buy |
331,770
+13,667
| +4% | +$1.03M | 0.18% | 122 |
|
|
2020
Q1 | $21M | Sell |
318,103
-56,529
| -15% | -$4.44M | 0.17% | 127 |
|
|
2019
Q4 | $32.5M | Buy |
374,632
+20,591
| +6% | +$1.69M | 0.21% | 105 |
|
|
2019
Q3 | $28.4M | Sell |
354,041
-279,319
| -44% | -$22.4M | 0.2% | 110 |
|
|
2019
Q2 | $50.7M | Buy |
633,360
+22,149
| +4% | +$1.7M | 0.33% | 62 |
|
|
2019
Q1 | $48.5M | Sell |
611,211
-834
| -0.1% | -$62.4K | 0.34% | 63 |
|
|
2018
Q4 | $44.6M | Buy |
612,045
+28,270
| +5% | +$2M | 0.35% | 64 |
|
|
2018
Q3 | $39.5M | Sell |
583,775
-167,290
| -22% | -$10.7M | 0.28% | 81 |
|
|
2018
Q2 | $43.5M | Sell |
751,065
-1,751
| -0.2% | -$98.8K | 0.32% | 62 |
|
|
2018
Q1 | $39.1M | Buy |
752,816
+40,490
| +6% | +$2.19M | 0.3% | 73 |
|
|
2017
Q4 | $38.5M | Sell |
712,326
-982
| -0.1% | -$54.4K | 0.3% | 69 |
|
|
2017
Q3 | $43.6M | Buy |
713,308
+3,462
| +0.5% | +$210K | 0.37% | 53 |
|
|
2017
Q2 | $43.4M | Buy |
709,846
+5,085
| +0.7% | +$310K | 0.39% | 50 |
|
|
2017
Q1 | $42.7M | Sell |
704,761
-3,360
| -0.5% | -$204K | 0.4% | 52 |
|
|
2016
Q4 | $39.8M | Sell |
708,121
-9,625
| -1% | -$563K | 0.39% | 51 |
|
|
2016
Q3 | $42.7M | Buy |
717,746
+19,695
| +3% | +$1.15M | 0.42% | 45 |
|
|
2016
Q2 | $38.6M | Buy |
698,051
+6,345
| +0.9% | +$338K | 0.39% | 44 |
|
|
2016
Q1 | $34.9M | Buy |
691,706
+25,979
| +4% | +$1.27M | 0.39% | 45 |
|
|
2015
Q4 | $33.6M | Sell |
665,727
-10,934
| -2% | -$551K | 0.39% | 47 |
|
|
2015
Q3 | $31.9M | Buy |
676,661
+114,216
| +20% | +$6.07M | 0.38% | 46 |
|
|
2015
Q2 | $30.6M | Sell |
562,445
-33,341
| -6% | -$1.87M | 0.35% | 60 |
|
|
2015
Q1 | $33.9M | Buy |
595,786
+228,629
| +62% | +$12.9M | 0.41% | 49 |
|
|
2014
Q4 | $19.9M | Buy |
367,157
+82,935
| +29% | +$4.62M | 0.3% | 86 |
|
|
2014
Q3 | $16.1M | Buy |
284,222
+7,607
| +3% | +$427K | 0.28% | 94 |
|
|
2014
Q2 | $15.3M | Sell |
276,615
-25,568
| -8% | -$1.39M | 0.28% | 93 |
|
|
2014
Q1 | $16.4M | Buy |
302,183
+38,694
| +15% | +$2M | 0.35% | 65 |
|
|
2013
Q4 | $12.6M | Buy |
263,489
+4,974
| +2% | +$227K | 0.43% | 60 |
|
|
2013
Q3 | $11.7M | Sell |
258,515
-522
| -0.2% | -$23.8K | 0.37% | 60 |
|
|
2013
Q2 | $11.5M | Buy |
+259,037
| New | +$11.6M | 0.31% | 86 |
|
Other funds holding MRK
VCM
VPM
United Capital Financial Advisors's MRK Position: Q1 2026 in Review
United Capital Financial Advisors reduced its Merck (MRK) stake by 2.4% in Q1 2026, selling an estimated $415K and leaving 145,312 shares worth $17.5M. The position accounts for 0.11% of the portfolio, ranked #158.
United Capital Financial Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $59M in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- United Capital Financial Advisors held 145,312 shares of Merck worth $17.5M as of Q1 2026.
- United Capital Financial Advisors sold 3,591 Merck shares in Q1 2026, an estimated $415K.
- Merck made up 0.11% of United Capital Financial Advisors's portfolio in Q1 2026, its #158 holding.
- United Capital Financial Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Merck position peaked at $59M in Q4 2022.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.