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World Investment Advisors’s Merck MRK Stock Holding History

World Investment 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 		$10.3M Sell
85,824
-1,930
-2% -$223K 0.17% 139
2025
Q4 		$9.24M Buy
87,754
+20,067
+30% +$1.88M 0.15% 161
2025
Q3 		$5.68M Buy
67,687
+201
+0.3% +$16.6K 0.12% 196
2025
Q2 		$5.34M Sell
67,486
-76,764
-53% -$6.1M 0.12% 191
2025
Q1 		$12.9M Buy
144,250
+6,696
+5% +$625K 0.34% 60
2024
Q4 		$13.7M Buy
137,554
+6,321
+5% +$652K 0.37% 50
2024
Q3 		$14.9M Buy
131,233
+108,425
+475% +$12.9M 0.47% 44
2024
Q2 		$2.82M Buy
22,808
+20,756
+1,012% +$2.67M 0.18% 124
2024
Q1 		$328K Sell
2,052
-2,090
-50% -$258K 0.05% 292
2023
Q4 		$453K Buy
4,142
+898
+28% +$93.2K 0.06% 237
2023
Q3 		$336K Sell
3,244
-156
-5% -$16.8K 0.07% 184
2023
Q2 		$395K Buy
3,400
+1,438
+73% +$163K 0.08% 156
2023
Q1 		$210K Sell
1,962
-12
-0.6% -$1.3K 0.04% 222
2022
Q4 		$220K Buy
+1,974
New +$202K 0.05% 214
2020
Q1 		– Sell
-2,573
Closed -$225K – 163
2019
Q4 		$225K Sell
2,573
-471
-15% -$38.7K 0.09% 139
2019
Q3 		$246K Sell
3,044
-160
-5% -$12.8K 0.11% 119
2019
Q2 		$258K Buy
3,204
+130
+4% +$9.95K 0.11% 107
2019
Q1 		$246K Sell
3,074
-405
-12% -$30.3K 0.11% 102
2018
Q4 		$260K Buy
+3,479
New +$246K 0.12% 120

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

World Investment Advisors's MRK Position: Q1 2026 in Review

World Investment Advisors reduced its Merck (MRK) stake by 2.2% in Q1 2026, selling an estimated $223K and leaving 85,824 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #139.

World Investment Advisors first reported a position in MRK in Q4 2018 and has held it in 19 quarters since. The position peaked at $14.9M in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • World Investment Advisors held 85,824 shares of Merck worth $10.3M as of Q1 2026.
  • World Investment Advisors sold 1,930 Merck shares in Q1 2026, an estimated $223K.
  • Merck made up 0.17% of World Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • World Investment Advisors first reported a position in Merck in Q4 2018 and has held it in 19 quarters since.
  • World Investment Advisors's Merck position peaked at $14.9M in Q3 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.