Westwood Wealth Management’s Merck MRK Stock Holding History

Westwood Wealth Management’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	–	Sell	-5,704	Closed	-$600K	–	88
2025 Q4	$600K	Buy	+5,704	New	+$535K	0.45%	56

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westwood Wealth Management's MRK Position: Q1 2026 in Review

Westwood Wealth Management sold out of Merck (MRK) in Q1 2026, closing a stake of 5,704 shares — an estimated $600K sold.

Westwood Wealth Management first reported a position in MRK in Q4 2025 and held it in 1 quarter. The position peaked at $600K in Q4 2025. 3,783 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Westwood Wealth Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 5,704 Merck shares in Q1 2026, an estimated $600K.
Westwood Wealth Management first reported a position in Merck in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's Merck position peaked at $600K in Q4 2025.
3,783 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.