WFAG
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Wescott Financial Advisory Group’s Merck MRK Stock Holding History

Wescott Financial 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
Q2 		$17M Buy
132,230
+106
+0.1% +$12.4K 1.32% 19
2026
Q1 		$15.9M Sell
132,124
-10,208
-7% -$1.18M 1.39% 18
2025
Q4 		$15M Sell
142,332
-13,382
-9% -$1.26M 1.31% 19
2025
Q3 		$13.1M Sell
155,714
-6,831
-4% -$563K 1.17% 19
2025
Q2 		$12.9M Sell
162,545
-598
-0.4% -$47.5K 1.23% 18
2025
Q1 		$14.6M Sell
163,143
-207
-0.1% -$19.3K 1.52% 17
2024
Q4 		$16.3M Sell
163,350
-4,815
-3% -$496K 1.68% 15
2024
Q3 		$19.1M Buy
168,165
+1,635
+1% +$194K 2.05% 13
2024
Q2 		$20.6M Buy
166,530
+5,053
+3% +$651K 2.39% 12
2024
Q1 		$21.3M Buy
161,477
+10,869
+7% +$1.34M 2.65% 12
2023
Q4 		$16.4M Sell
150,608
-1,290
-0.8% -$134K 2.3% 11
2023
Q3 		$15.6M Buy
151,898
+79
+0.1% +$8.52K 2.86% 11
2023
Q2 		$17.5M Buy
151,819
+4,304
+3% +$489K 3.1% 10
2023
Q1 		$15.7M Sell
147,515
-1,119
-0.8% -$121K 3.41% 8
2022
Q4 		$16.5M Sell
148,634
-605
-0.4% -$61.8K 3.56% 9
2022
Q3 		$12.9M Buy
149,239
+6,436
+5% +$575K 3.58% 8
2022
Q2 		$13M Buy
142,803
+7,145
+5% +$633K 3.53% 8
2022
Q1 		$11.1M Buy
135,658
+110,883
+448% +$8.74M 2.87% 9
2021
Q4 		$1.9M Sell
24,775
-316
-1% -$25.2K 0.98% 15
2021
Q3 		$1.89M Sell
25,091
-520
-2% -$39.5K 1.07% 13
2021
Q2 		$2.01M Sell
25,611
-1,469
-5% -$109K 1.18% 13
2021
Q1 		$1.99M Buy
27,080
+1,142
+4% +$84.2K 1.29% 10
2020
Q4 		$2.02M Buy
+25,938
New +$1.98M 1.42% 9

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wescott Financial Advisory Group's MRK Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Merck (MRK) stake by 0.08% in Q2 2026, buying an estimated $12.4K and bringing the position to 132,230 shares worth $17M. The position accounts for 1.32% of the portfolio, ranked #19.

Wescott Financial Advisory Group first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.3M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wescott Financial Advisory Group held 132,230 shares of Merck worth $17M as of Q2 2026.
  • Wescott Financial Advisory Group bought 106 Merck shares in Q2 2026, an estimated $12.4K.
  • Merck made up 1.32% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Wescott Financial Advisory Group first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Wescott Financial Advisory Group's Merck position peaked at $21.3M in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.