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
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 $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

Wescott Financial Advisory Group's MRK Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Merck (MRK) stake by 7.2% in Q1 2026, selling an estimated $1.18M and leaving 132,124 shares worth $15.9M. The position accounts for 1.39% of the portfolio, ranked #18.

Wescott Financial Advisory Group first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.3M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wescott Financial Advisory Group held 132,124 shares of Merck worth $15.9M as of Q1 2026.
  • Wescott Financial Advisory Group sold 10,208 Merck shares in Q1 2026, an estimated $1.18M.
  • Merck made up 1.39% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #18 holding.
  • Wescott Financial Advisory Group first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's Merck position peaked at $21.3M in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.