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WestEnd Advisors’s Merck MRK Stock Holding History

WestEnd 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 		$8.06K Sell
67
-139
-67% -$16K ﹤0.01% 88
2025
Q4 		$21.7K Sell
206
-7
-3% -$657 ﹤0.01% 71
2025
Q3 		$17.9K Sell
213
-72
-25% -$5.93K ﹤0.01% 66
2025
Q2 		$22.5K Sell
285
-371,442
-100% -$29.5M ﹤0.01% 62
2025
Q1 		$33.4M Buy
371,727
+1,638
+0.4% +$153K 0.89% 32
2024
Q4 		$36.8M Buy
370,089
+59,386
+19% +$6.12M 0.94% 30
2024
Q3 		$35.3M Sell
310,703
-1,407
-0.5% -$167K 0.87% 35
2024
Q2 		$38.6M Sell
312,110
-10,563
-3% -$1.36M 1% 29
2024
Q1 		$42.6M Sell
322,673
-2,860
-0.9% -$353K 1.1% 21
2023
Q4 		$35.5M Sell
325,533
-8,223
-2% -$854K 0.97% 27
2023
Q3 		$34.4M Buy
333,756
+26,921
+9% +$2.9M 1.03% 23
2023
Q2 		$35.4M Buy
+306,835
New +$34.8M 1.04% 25
2023
Q1 		– Sell
-373,738
Closed -$40.4M – 31
2022
Q4 		$41.5M Buy
373,738
+22,997
+7% +$2.35M 1.36% 15
2022
Q3 		$30.2M Buy
350,741
+350,710
+1,131,323% +$31.3M 1.01% 30
2022
Q2 		$2.83K Buy
+31
New +$2.75K ﹤0.01% 80
2022
Q1 		– Sell
-19
Closed -$1.5K – 79
2021
Q4 		$1.46K Buy
+19
New +$1.51K ﹤0.01% 96
2021
Q3 		– Hold
0
– – – 86
2021
Q2 		– Hold
0
– – – 78
2019
Q4 		– Sell
-27
Closed -$2.19K – 70
2019
Q3 		$2.19K Buy
+27
New +$2.16K ﹤0.01% 59

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

WestEnd Advisors's MRK Position: Q1 2026 in Review

WestEnd Advisors reduced its Merck (MRK) stake by 67% in Q1 2026, selling an estimated $16K and leaving 67 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #88.

WestEnd Advisors first reported a position in MRK in Q3 2019 and has held it in 17 quarters since. The position peaked at $42.6M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • WestEnd Advisors held 67 shares of Merck worth $8.06K as of Q1 2026.
  • WestEnd Advisors sold 139 Merck shares in Q1 2026, an estimated $16K.
  • Merck made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #88 holding.
  • WestEnd Advisors first reported a position in Merck in Q3 2019 and has held it in 17 quarters since.
  • WestEnd Advisors's Merck position peaked at $42.6M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.