W Advisors LLC
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W Advisors LLC’s Merck MRK Stock Holding History

W Advisors LLC’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 		$10.5M Sell
71,990
-482
-0.7% -$66.6K 4.56% 4
2026
Q2 		$9.31M Sell
72,472
-91
-0.1% -$10.7K 4.23% 4
2026
Q1 		$8.73M Sell
72,563
-35
-0% -$4.04K 4.47% 3
2025
Q4 		$7.64M Sell
72,598
-868
-1% -$81.5K 3.84% 5
2025
Q3 		$6.17M Buy
73,466
+83
+0.1% +$6.84K 3.25% 7
2025
Q2 		$5.81M Sell
73,383
-2,772
-4% -$220K 3.33% 7
2025
Q1 		$6.84M Buy
76,155
+302
+0.4% +$28.2K 4.28% 5
2024
Q4 		$7.55M Sell
75,853
-405
-0.5% -$41.8K 4.67% 4
2024
Q3 		$8.66M Sell
76,258
-279
-0.4% -$33.1K 5.33% 3
2024
Q2 		$9.48M Sell
76,537
-13
-0% -$1.68K 6.21% 2
2024
Q1 		$10.1M Sell
76,550
-2,709
-3% -$334K 6.93% 1
2023
Q4 		$8.64M Sell
79,259
-16
-0% -$1.66K 6.4% 1
2023
Q3 		$8.16M Sell
79,275
-1,062
-1% -$114K 6.71% 1
2023
Q2 		$9.27M Sell
80,337
-868
-1% -$98.6K 7.26% 1
2023
Q1 		$8.64M Sell
81,205
-236
-0.3% -$25.5K 7.13% 1
2022
Q4 		$9.04M Sell
81,441
-4,127
-5% -$422K 7.53% 1
2022
Q3 		$7.37M Sell
85,568
-25
-0% -$2.23K 6.86% 1
2022
Q2 		$7.8M Sell
85,593
-215
-0.3% -$19.1K 6.75% 2
2022
Q1 		$7.04M Buy
85,808
+740
+0.9% +$58.3K 5.32% 3
2021
Q4 		$6.52M Buy
+85,068
New +$6.78M 4.86% 5

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

W Advisors LLC's MRK Position: Q3 2026 in Review

W Advisors LLC reduced its Merck (MRK) stake by 0.67% in Q3 2026, selling an estimated $66.6K and leaving 71,990 shares worth $10.5M. The position accounts for 4.56% of the portfolio, ranked #4.

W Advisors LLC first reported a position in MRK in Q4 2021 and has held it in 20 quarters since. 2,005 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • W Advisors LLC held 71,990 shares of Merck worth $10.5M as of Q3 2026.
  • W Advisors LLC sold 482 Merck shares in Q3 2026, an estimated $66.6K.
  • Merck made up 4.56% of W Advisors LLC's portfolio in Q3 2026, its #4 holding.
  • W Advisors LLC first reported a position in Merck in Q4 2021 and has held it in 20 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.