AAF Wealth Management’s Merck MRK Stock Holding History

AAF 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 Q3	$255K	Buy	+1,756	New	+$243K	0.09%	52
2025 Q2	–	Sell	-2,526	Closed	-$227K	–	52
2025 Q1	$227K	Buy	2,526 +217	+9%	+$20.3K	0.12%	44
2024 Q4	$230K	Buy	2,309 +179	+8%	+$18.5K	0.12%	43
2024 Q3	$242K	Buy	+2,130	New	+$253K	0.12%	39
2024 Q1	–	Sell	-2,675	Closed	-$292K	–	51
2023 Q4	$292K	Sell	2,675 -23	-0.9%	-$2.39K	0.17%	37
2023 Q3	$278K	Sell	2,698 -82	-3%	-$8.84K	0.18%	33
2023 Q2	$321K	Buy	2,780 +80	+3%	+$9.08K	0.2%	33
2023 Q1	$287K	Buy	2,700 +460	+21%	+$49.7K	0.19%	35
2022 Q4	$249K	Buy	+2,240	New	+$229K	0.18%	35

Other funds holding MRK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AAF Wealth Management's MRK Position: Q3 2026 in Review

AAF Wealth Management opened a new position in Merck (MRK) in Q3 2026: 1,756 shares worth $255K. The stake represents 0.09% of the portfolio and ranks #52 among its holdings. This is a return to the name: AAF Wealth Management previously reported a position in MRK as recently as Q1 2025.

AAF Wealth Management first reported a position in MRK in Q4 2022 and has held it in 9 quarters since. The position peaked at $321K in Q2 2023. 2,589 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

AAF Wealth Management held 1,756 shares of Merck worth $255K as of Q3 2026.
Merck was a new AAF Wealth Management position in Q3 2026.
Merck made up 0.09% of AAF Wealth Management's portfolio in Q3 2026, its #52 holding.
AAF Wealth Management first reported a position in Merck in Q4 2022 and has held it in 9 quarters since.
AAF Wealth Management's Merck position peaked at $321K in Q2 2023.
2,589 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.