WSA
MRK icon

Warm Springs Advisors’s Merck MRK Stock Holding History

Warm Springs Advisors’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 		$455K Sell
3,784
-17
-0.4% -$1.96K 0.39% 41
2025
Q4 		$400K Sell
3,801
-37
-1% -$3.47K 0.31% 43
2025
Q3 		$322K Buy
3,838
+54
+1% +$4.45K 0.24% 42
2025
Q2 		$300K Hold
3,784
– – 0.26% 41
2025
Q1 		$340K Hold
3,784
– – 0.34% 44
2024
Q4 		$376K Buy
+3,784
New +$390K 0.35% 44

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

Warm Springs Advisors's MRK Position: Q1 2026 in Review

Warm Springs Advisors reduced its Merck (MRK) stake by 0.45% in Q1 2026, selling an estimated $1.96K and leaving 3,784 shares worth $455K. The position accounts for 0.39% of the portfolio, ranked #41.

Warm Springs Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Warm Springs Advisors held 3,784 shares of Merck worth $455K as of Q1 2026.
  • Warm Springs Advisors sold 17 Merck shares in Q1 2026, an estimated $1.96K.
  • Merck made up 0.39% of Warm Springs Advisors's portfolio in Q1 2026, its #41 holding.
  • Warm Springs Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.