VAG
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VisionPoint Advisory Group’s Merck MRK Stock Holding History

VisionPoint Advisory 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
Q3 		$1.45M Sell
9,949
-90
-0.9% -$12.4K 0.23% 99
2026
Q2 		$1.29M Buy
10,039
+1,220
+14% +$143K 0.21% 112
2026
Q1 		$1.06M Buy
8,819
+324
+4% +$37.4K 0.2% 115
2025
Q4 		$894K Buy
8,495
+5,221
+159% +$490K 0.17% 123
2025
Q3 		$275K Buy
3,274
+219
+7% +$18K 0.05% 310
2025
Q2 		$242K Buy
+3,055
New +$243K 0.05% 310
2025
Q1 		– Sell
-2,843
Closed -$282K – 270
2024
Q4 		$282K Sell
2,843
-2,065
-42% -$213K 0.1% 151
2024
Q3 		$557K Buy
4,908
+443
+10% +$52.6K 0.19% 105
2024
Q2 		$553K Sell
4,465
-7,579
-63% -$976K 0.2% 103
2024
Q1 		$1.59M Sell
12,044
-7,154
-37% -$882K 0.57% 45
2023
Q4 		$2.09M Buy
19,198
+717
+4% +$74.4K 0.77% 34
2023
Q3 		$1.9M Buy
18,481
+3,049
+20% +$329K 0.82% 30
2023
Q2 		$1.78M Sell
15,432
-9,154
-37% -$1.04M 0.73% 41
2023
Q1 		$2.89M Sell
24,586
-24,450
-50% -$2.64M 1.27% 18
2022
Q4 		$5.37M Sell
49,036
-6,843
-12% -$699K 2.22% 12
2022
Q3 		$4.81M Sell
55,879
-2,697
-5% -$241K 2.31% 16
2022
Q2 		$5.21M Sell
58,576
-3,176
-5% -$282K 2.06% 17
2022
Q1 		$5.61M Buy
61,752
+241
+0.4% +$19K 2.6% 15
2021
Q4 		$4.83M Buy
61,511
+2,656
+5% +$212K 2.11% 18
2021
Q3 		$4.8M Buy
+58,855
New +$4.48M 2.14% 17
2021
Q2 		– Sell
-3,372
Closed -$248K – 105
2021
Q1 		$248K Sell
3,372
-3,550
-51% -$262K 0.12% 104
2020
Q4 		$540K Sell
6,922
-24,683
-78% -$1.89M 0.27% 76
2020
Q3 		$2.5M Sell
31,605
-8,217
-21% -$644K 1.08% 15
2020
Q2 		$2.93M Buy
39,822
+3,845
+11% +$289K 1.19% 19
2020
Q1 		$2.64M Buy
+35,977
New +$2.83M 1.24% 16

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

VisionPoint Advisory Group's MRK Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Merck (MRK) stake by 0.9% in Q3 2026, selling an estimated $12.4K and leaving 9,949 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #99.

VisionPoint Advisory Group first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.61M in Q1 2022. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • VisionPoint Advisory Group held 9,949 shares of Merck worth $1.45M as of Q3 2026.
  • VisionPoint Advisory Group sold 90 Merck shares in Q3 2026, an estimated $12.4K.
  • Merck made up 0.23% of VisionPoint Advisory Group's portfolio in Q3 2026, its #99 holding.
  • VisionPoint Advisory Group first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • VisionPoint Advisory Group's Merck position peaked at $5.61M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.