Wescott Financial Advisory Group, LLC / MRK
Wescott Financial Advisory Group, LLC’s Merck & Co Inc Position
Does Wescott Financial Advisory Group, LLC own Merck & Co Inc (MRK)? Yes — 132.1K shares worth $16M (+1.39% of its 13F portfolio) as of Q1 2026, down from 142.3K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
132.1K
% of Portfolio
+1.39%
Quarters Held
20
currently held
Position History MRK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 132.1K | $16M | +1.39% |
| Q4 2025 | 142.3K | $15M | +1.31% |
| Q3 2025 | 155.7K | $13M | +1.17% |
| Q2 2025 | 162.5K | $13M | +1.23% |
| Q1 2025 | 163.1K | $15M | +1.52% |
| Q4 2024 | 163.3K | $16M | +1.68% |
| Q3 2024 | 168.2K | $19M | +2.05% |
| Q2 2024 | 166.5K | $21M | +2.39% |
| Q1 2024 | 161.5K | $21M | +2.65% |
| Q4 2023 | 150.6K | $16M | +2.30% |
| Q3 2023 | 151.9K | $16M | +2.86% |
| Q2 2023 | 151.8K | $18M | +3.10% |
| Q1 2023 | 147.5K | $16M | +3.41% |
| Q4 2022 | 148.6K | $16M | +3.56% |
| Q3 2022 | 149.2K | $13M | +3.58% |
| Q2 2022 | 142.8K | $13M | +3.53% |
| Q1 2022 | 135.7K | $11M | +2.87% |
| Q4 2021 | 24.8K | $2M | +0.98% |
| Q3 2021 | 25.1K | $2M | +1.07% |
| Q2 2021 | 25.6K | $2M | +1.18% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wescott Financial Advisory Group, LLC’s full portfolio or all institutional holders of MRK.