Waverton Investment Management’s Merck MRK Stock Holding History

Waverton Investment Management’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
2025 Q4	–	Sell	-9,891	Closed	-$830K	–	63
2025 Q3	$830K	Hold	9,891	–	–	0.01%	69
2025 Q2	$782K	Hold	9,891	–	–	0.01%	78
2025 Q1	$887K	Hold	9,891	–	–	0.01%	71
2024 Q4	$984K	Hold	9,891	–	–	0.02%	68
2024 Q3	$1.12M	Hold	9,891	–	–	0.02%	67
2024 Q2	$1.22M	Buy	9,891 +4,371	+79%	+$563K	0.02%	64
2024 Q1	$728K	Sell	5,520 -5,100	-48%	-$629K	0.02%	77
2023 Q4	$1.16M	Sell	10,620 -230	-2%	-$23.9K	0.03%	65
2023 Q3	$1.12M	Hold	10,850	–	–	0.03%	65
2023 Q2	$1.25M	Hold	10,850	–	–	0.04%	64
2023 Q1	$1.15M	Sell	10,850 -800	-7%	-$86.4K	0.04%	74
2022 Q4	$1.29M	Sell	11,650 -350	-3%	-$35.8K	0.05%	72
2022 Q3	$1.03M	Sell	12,000 -2,000	-14%	-$179K	0.04%	74
2022 Q2	$1.28M	Hold	14,000	–	–	0.05%	69
2022 Q1	$1.15M	Hold	14,000	–	–	0.04%	69
2021 Q4	$1.07M	Hold	14,000	–	–	0.03%	65
2021 Q3	$1.05M	Hold	14,000	–	–	0.04%	47
2021 Q2	$1.09M	Sell	14,000 -1,196	-8%	-$89K	0.04%	46
2021 Q1	$1.12M	Sell	15,196 -524	-3%	-$38.7K	0.05%	49
2020 Q4	$1.23M	Sell	15,720 -419	-3%	-$32K	0.06%	51
2020 Q3	$1.28M	Sell	16,139 -210	-1%	-$16.4K	0.06%	46
2020 Q2	$1.21M	Hold	16,349	–	–	0.07%	47
2020 Q1	$1.2M	Hold	16,349	–	–	0.08%	44
2019 Q4	$1.42M	Sell	16,349 -671	-4%	-$55.1K	0.07%	43
2019 Q3	$1.37M	Hold	17,020	–	–	0.07%	47
2019 Q2	$1.36M	Hold	17,020	–	–	0.07%	49
2019 Q1	$1.35M	Hold	17,020	–	–	0.07%	48
2018 Q4	$1.24M	Sell	17,020 -10,480	-38%	-$740K	0.08%	50
2018 Q3	$1.86M	Buy	27,500 +10,480	+62%	+$668K	0.09%	41
2018 Q2	$986K	Hold	17,020	–	–	0.06%	54
2018 Q1	$885K	Hold	17,020	–	–	0.05%	58
2017 Q4	$914K	Hold	17,020	–	–	0.05%	57
2017 Q3	$1.04M	Hold	17,020	–	–	0.06%	51
2017 Q2	$1.04M	Hold	17,020	–	–	0.07%	53
2017 Q1	$1.03M	Sell	17,020 -1,068	-6%	-$64.8K	0.07%	75
2016 Q4	$1.02M	Hold	18,088	–	–	0.07%	91
2016 Q3	$1.08M	Hold	18,088	–	–	0.07%	83
2016 Q2	$994K	Hold	18,088	–	–	0.07%	87
2016 Q1	$913K	Buy	18,088 +1,068	+6%	+$52.3K	0.07%	95
2015 Q4	$858K	Sell	17,020 -1,991	-10%	-$100K	0.06%	97
2015 Q3	$896K	Sell	19,011 -1,572	-8%	-$83.5K	0.07%	91
2015 Q2	$1.12M	Buy	20,583 +1,991	+11%	+$112K	0.08%	88
2015 Q1	$1.02M	Hold	18,592	–	–	0.07%	82
2014 Q4	$1.01M	Hold	18,592	–	–	0.07%	84
2014 Q3	$1.05M	Hold	18,592	–	–	0.07%	84
2014 Q2	$1.03M	Hold	18,592	–	–	0.07%	87
2014 Q1	$1.01M	Hold	18,592	–	–	0.05%	153
2013 Q4	$888K	Hold	18,592	–	–	0.05%	155
2013 Q3	$845K	Buy	18,592 +1,572	+9%	+$71.8K	0.05%	171
2013 Q2	$754K	Buy	+17,020	New	+$760K	0.07%	78

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverton Investment Management's MRK Position: Q4 2025 in Review

Waverton Investment Management sold out of Merck (MRK) in Q4 2025, closing a stake of 9,891 shares — an estimated $830K sold.

Waverton Investment Management first reported a position in MRK in Q2 2013 and held it in 50 quarters. The position peaked at $1.86M in Q3 2018. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Waverton Investment Management reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 9,891 Merck shares in Q4 2025, an estimated $830K.
Waverton Investment Management first reported a position in Merck in Q2 2013 and held it in 50 quarters.
Waverton Investment Management's Merck position peaked at $1.86M in Q3 2018.
3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.