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Westover Capital Advisors’s Merck MRK Stock Holding History

Westover Capital 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 		$1.42M Buy
11,842
+6,192
+110% +$715K 0.26% 77
2025
Q4 		$595K Buy
+5,650
New +$530K 0.11% 132
2025
Q2 		– Sell
-5,593
Closed -$502K – 237
2025
Q1 		$502K Sell
5,593
-32,631
-85% -$3.05M 0.11% 141
2024
Q4 		$3.8M Sell
38,224
-3,485
-8% -$359K 0.84% 26
2024
Q3 		$4.74M Sell
41,709
-807
-2% -$95.9K 0.91% 24
2024
Q2 		$5.26M Sell
42,516
-941
-2% -$121K 1.36% 17
2024
Q1 		$5.73M Buy
43,457
+312
+0.7% +$38.5K 1.68% 14
2023
Q4 		$4.7M Buy
43,145
+3,823
+10% +$397K 1.53% 17
2023
Q3 		$4.05M Sell
39,322
-1,034
-3% -$111K 1.47% 17
2023
Q2 		$4.66M Sell
40,356
-47
-0.1% -$5.34K 1.62% 12
2023
Q1 		$4.3M Sell
40,403
-851
-2% -$91.9K 1.59% 15
2022
Q4 		$4.58M Buy
41,254
+2,383
+6% +$244K 1.81% 13
2022
Q3 		$3.35M Buy
38,871
+2,389
+7% +$213K 1.28% 25
2022
Q2 		$3.33M Buy
36,482
+3,082
+9% +$273K 1.23% 27
2022
Q1 		$2.74M Sell
33,400
-1,298
-4% -$102K 0.85% 32
2021
Q4 		$2.66M Buy
34,698
+1,256
+4% +$100K 0.77% 37
2021
Q3 		$2.51M Buy
33,442
+2,440
+8% +$186K 0.79% 35
2021
Q2 		$2.41M Buy
31,002
+3,414
+12% +$254K 0.77% 38
2021
Q1 		$2.03M Buy
27,588
+12,898
+88% +$951K 0.7% 44
2020
Q4 		$1.15M Buy
14,690
+206
+1% +$15.8K 0.41% 62
2020
Q3 		$1.15M Buy
14,484
+3,213
+29% +$252K 0.47% 57
2020
Q2 		$832K Buy
11,271
+7,892
+234% +$594K 0.39% 69
2020
Q1 		$248K Buy
+3,379
New +$266K 0.13% 100
2014
Q3 		– Sell
-4,463
Closed -$246K – 93
2014
Q2 		$246K Sell
4,463
-52
-1% -$2.84K 0.21% 80
2014
Q1 		$245K Hold
4,515
– – 0.23% 76
2013
Q4 		$216K Hold
4,515
– – 0.21% 75
2013
Q3 		$205K Sell
4,515
-2,772
-38% -$127K 0.21% 70
2013
Q2 		$323K Buy
+7,287
New +$325K 0.32% 58

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

Westover Capital Advisors's MRK Position: Q1 2026 in Review

Westover Capital Advisors increased its Merck (MRK) stake by 110% in Q1 2026, buying an estimated $715K and bringing the position to 11,842 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #77.

Westover Capital Advisors first reported a position in MRK in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.73M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Westover Capital Advisors held 11,842 shares of Merck worth $1.42M as of Q1 2026.
  • Westover Capital Advisors bought 6,192 Merck shares in Q1 2026, an estimated $715K.
  • Merck made up 0.26% of Westover Capital Advisors's portfolio in Q1 2026, its #77 holding.
  • Westover Capital Advisors first reported a position in Merck in Q2 2013 and has held it in 28 quarters since.
  • Westover Capital Advisors's Merck position peaked at $5.73M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.