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WCG Wealth Advisors’s Merck MRK Stock Holding History

WCG Wealth 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 		$2.85M Buy
23,708
+448
+2% +$51.7K 0.08% 228
2025
Q4 		$2.45M Buy
23,260
+8,980
+63% +$843K 0.07% 233
2025
Q3 		$1.2M Sell
14,280
-118
-0.8% -$9.72K 0.08% 209
2025
Q2 		$1.14M Buy
14,398
+325
+2% +$25.8K 0.07% 213
2025
Q1 		$1.26M Sell
14,073
-827
-6% -$77.2K 0.1% 178
2024
Q4 		$1.48M Sell
14,900
-767
-5% -$79.1K 0.1% 174
2024
Q3 		$1.78M Buy
15,667
+422
+3% +$50.1K 0.12% 165
2024
Q2 		$1.89M Buy
15,245
+1,870
+14% +$241K 0.14% 142
2024
Q1 		$1.76M Sell
13,375
-4,174
-24% -$514K 0.15% 134
2023
Q4 		$1.91M Sell
17,549
-2,654
-13% -$275K 0.14% 144
2023
Q3 		$2.16M Buy
+20,203
New +$2.18M 0.16% 130
2022
Q4 		– Sell
-3,208
Closed -$302K – 238
2022
Q3 		$302K Buy
+3,208
New +$286K 0.04% 223

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

WCG Wealth Advisors's MRK Position: Q1 2026 in Review

WCG Wealth Advisors increased its Merck (MRK) stake by 1.9% in Q1 2026, buying an estimated $51.7K and bringing the position to 23,708 shares worth $2.85M. The position accounts for 0.08% of the portfolio, ranked #228.

WCG Wealth Advisors first reported a position in MRK in Q3 2022 and has held it in 12 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • WCG Wealth Advisors held 23,708 shares of Merck worth $2.85M as of Q1 2026.
  • WCG Wealth Advisors bought 448 Merck shares in Q1 2026, an estimated $51.7K.
  • Merck made up 0.08% of WCG Wealth Advisors's portfolio in Q1 2026, its #228 holding.
  • WCG Wealth Advisors first reported a position in Merck in Q3 2022 and has held it in 12 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.