Univest Financial’s Merck MRK Stock Holding History

Univest Financial’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	$3.01M	Sell	25,039 -1,386	-5%	-$160K	0.17%	96
2025 Q4	$2.78M	Sell	26,425 -1,258	-5%	-$118K	0.15%	105
2025 Q3	$2.32M	Sell	27,683 -18,610	-40%	-$1.53M	0.13%	111
2025 Q2	$3.66M	Sell	46,293 -183	-0.4%	-$14.5K	0.22%	86
2025 Q1	$4.17M	Buy	46,476 +401	+0.9%	+$37.4K	0.27%	71
2024 Q4	$4.58M	Buy	46,075 +2,273	+5%	+$234K	0.29%	69
2024 Q3	$4.97M	Buy	43,802 +34,695	+381%	+$4.12M	0.33%	59
2024 Q2	$1.13M	Buy	9,107 +390	+4%	+$50.2K	0.31%	51
2024 Q1	$1.15M	Sell	8,717 -560	-6%	-$69K	0.32%	50
2023 Q4	$1.01M	Buy	9,277 +113	+1%	+$11.7K	0.3%	54
2023 Q3	$943K	Sell	9,164 -688	-7%	-$74.2K	0.31%	49
2023 Q2	$1.14M	Buy	9,852 +881	+10%	+$100K	0.34%	48
2023 Q1	$954K	Buy	8,971 +232	+3%	+$25K	0.3%	49
2022 Q4	$970K	Sell	8,739 -470	-5%	-$48K	0.31%	55
2022 Q3	$793K	Sell	9,209 -236	-2%	-$21.1K	0.26%	61
2022 Q2	$861K	Sell	9,445 -254	-3%	-$22.5K	0.28%	50
2022 Q1	$796K	Sell	9,699 -336	-3%	-$26.5K	0.22%	53
2021 Q4	$769K	Sell	10,035 -2,026	-17%	-$161K	0.2%	56
2021 Q3	$906K	Sell	12,061 -155	-1%	-$11.8K	0.25%	49
2021 Q2	$950K	Buy	12,216 +1,084	+10%	+$80.6K	0.26%	48
2021 Q1	$819K	Buy	11,132 +528	+5%	+$38.9K	0.23%	50
2020 Q4	$828K	Sell	10,604 -532	-5%	-$40.7K	0.24%	53
2020 Q3	$881K	Sell	11,136 -82	-0.7%	-$6.42K	0.28%	51
2020 Q2	$828K	Sell	11,218 -456	-4%	-$34.3K	0.27%	51
2020 Q1	$857K	Sell	11,674 -7,513	-39%	-$590K	0.34%	53
2019 Q4	$1.08M	Buy	19,187 +6,162	+47%	+$506K	0.46%	60
2019 Q3	$1.05M	Sell	13,025 -1,445	-10%	-$116K	0.34%	54
2019 Q2	$1.16M	Sell	14,470 -378	-3%	-$28.9K	0.37%	57
2019 Q1	$1.18M	Sell	14,848 -903	-6%	-$67.5K	0.39%	55
2018 Q4	$1.15M	Buy	15,751 +1,007	+7%	+$71.1K	0.42%	60
2018 Q3	$998K	Sell	14,744 -863	-6%	-$55K	0.3%	60
2018 Q2	$904K	Sell	15,607 -842	-5%	-$47.5K	0.36%	57
2018 Q1	$855K	Sell	16,449 -997	-6%	-$53.8K	0.37%	52
2017 Q4	$937K	Buy	17,446 +1,762	+11%	+$97.7K	0.38%	54
2017 Q3	$958K	Buy	15,684 +527	+3%	+$31.9K	0.4%	54
2017 Q2	$927K	Sell	15,157 -434	-3%	-$26.4K	0.39%	57
2017 Q1	$945K	Sell	15,591 -3,596	-19%	-$218K	0.41%	56
2016 Q4	$1.08M	Sell	19,187 -1,907	-9%	-$112K	0.46%	60
2016 Q3	$1.26M	Sell	21,094 -129	-0.6%	-$7.54K	0.57%	56
2016 Q2	$1.17M	Sell	21,223 -916	-4%	-$48.8K	0.53%	57
2016 Q1	$1.12M	Buy	22,139 +1,042	+5%	+$51K	0.51%	58
2015 Q4	$1.06M	Sell	21,097 -38	-0.2%	-$1.92K	0.49%	60
2015 Q3	$996K	Sell	21,135 -5	-0%	-$266	0.49%	58
2015 Q2	$1.15M	Buy	21,140 +378	+2%	+$21.2K	0.53%	56
2015 Q1	$1.14M	Sell	20,762 -1,623	-7%	-$91.9K	0.51%	58
2014 Q4	$1.21M	Sell	22,385 -2,666	-11%	-$149K	0.53%	58
2014 Q3	$1.42M	Sell	25,051 -975	-4%	-$54.7K	0.66%	58
2014 Q2	$1.44M	Sell	26,026 -342	-1%	-$18.7K	0.68%	57
2014 Q1	$1.43M	Buy	26,368 +182	+0.7%	+$9.42K	0.71%	57
2013 Q4	$1.25M	Buy	26,186 +944	+4%	+$43.2K	0.62%	57
2013 Q3	$1.15M	Buy	25,242 +4,401	+21%	+$201K	0.61%	57
2013 Q2	$924K	Buy	+20,841	New	+$931K	0.51%	57

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

Univest Financial's MRK Position: Q1 2026 in Review

Univest Financial reduced its Merck (MRK) stake by 5.2% in Q1 2026, selling an estimated $160K and leaving 25,039 shares worth $3.01M. The position accounts for 0.17% of the portfolio, ranked #96.

Univest Financial first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.97M in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Univest Financial held 25,039 shares of Merck worth $3.01M as of Q1 2026.
Univest Financial sold 1,386 Merck shares in Q1 2026, an estimated $160K.
Merck made up 0.17% of Univest Financial's portfolio in Q1 2026, its #96 holding.
Univest Financial first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Univest Financial's Merck position peaked at $4.97M in Q3 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.