Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership311,279 shares
Latest Disclosed Value $ 37,443,751
Wealthfront Advisers Llc reports 21.01% increase in ownership of MRK / Merck & Co., Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 311,279 shares of Merck & Co., Inc. (MX:MRK) valued at $37,443,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 257,244 shares of Merck & Co., Inc.. This represents a change in shares of 21.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F MERCK COM 58933Y105 311,279 54,035 21.01 37,444 38.28 0.0822
2026-01-30 2025-12-31 13F MERCK COM 58933Y105 257,244 46,675 22.17 27,078 53.21 0.0605
2025-11-06 2025-09-30 13F MERCK COM 58933Y105 210,569 33,127 18.67 17,673 25.82 0.0415
2025-07-31 2025-06-30 13F MERCK COM 58933Y105 177,442 16,263 10.09 14,046 -2.91 0.0362
2025-05-02 2025-03-31 13F MERCK COM 58933Y105 161,179 -83,701 -34.18 14,467 -40.61 0.0388
2025-04-01 2024-12-31 13F/A-1 MERCK COM 58933Y105 244,880 15,741 6.87 24,361 -6.38 0.0712
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 229,139 -11,830 -4.91 26,021 -12.77 0.0800
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 240,969 -901 -0.37 29,832 -6.53 0.1004
2024-04-19 2024-03-31 13F MERCK COM 58933Y105 241,870 4,112 1.73 31,915 23.13 0.1117
2024-02-09 2023-12-31 13F MERCK COM 58933Y105 237,758 -11,547 -4.63 25,920 0.99 0.0996
2023-11-01 2023-09-30 13F MERCK COM 58933Y105 249,305 -43,766 -14.93 25,666 -24.11 0.1105
2023-08-07 2023-06-30 13F MERCK COM 58933Y105 293,071 5,683 1.98 33,817 10.60 0.1434
2023-04-28 2023-03-31 13F MERCK COM 58933Y105 287,388 8,251 2.96 30,575 -1.28 0.1389
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 279,137 43,607 18.51 30,970 52.68 0.1501
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 235,530 -6,095 -2.52 20,284 -7.92 0.1079
2022-07-20 2022-06-30 13F MERCK COM 58933Y105 241,625 75,547 45.49 22,029 61.66 0.1107
2022-05-16 2022-03-31 13F MERCK COM 58933Y105 166,078 32,252 24.10 13,627 32.87 0.0597
2022-01-21 2021-12-31 13F MERCK COM 58933Y105 133,826 -7,716 -5.45 10,256 -3.53 0.0434
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 141,542 28,358 25.05 10,631 20.78 0.0493
2021-08-16 2021-06-30 13F MERCK COM 58933Y105 113,184 -19,705 -14.83 8,802 -14.08 0.0418
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 132,889 -1,092 -0.82 10,244 -6.52 0.0549
2021-02-16 2020-12-31 13F MERCK & CO. COM 58933Y105 133,981 -3,753 -2.72 10,959 -4.08 0.0659
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 137,734 13,961 11.28 11,425 19.37 0.0817
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 123,773 -6,953 -5.32 9,571 -4.84 0.0742
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 130,726 -12,414 -8.67 10,058 -22.74 0.0914
2020-01-21 2019-12-31 13F MERCK COM 58933Y105 143,140 -757 -0.53 13,019 7.48 0.0965
2019-10-15 2019-09-30 13F MERCK COM 58933Y105 143,897 -4,304 -2.90 12,113 -2.53 0.1016
2019-08-13 2019-06-30 13F MERCK COM 58933Y105 148,201 1,077 0.73 12,427 1.56 0.1080
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 147,124 -13,494 -8.40 12,236 -0.30 0.1134
2019-02-14 2018-12-31 13F MERCK COM 58933Y105 160,618 160,618 12,273 0.1305
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.