AWA
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Aaron Wealth Advisors’s Merck MRK Stock Holding History

Aaron Wealth 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
Q3 		$3.58M Sell
24,663
-1,793
-7% -$248K 0.18% 75
2026
Q2 		$3.4M Sell
26,456
-733
-3% -$85.8K 0.17% 74
2026
Q1 		$3.27M Sell
27,189
-1,232
-4% -$142K 0.19% 69
2025
Q4 		$2.99M Buy
28,421
+10,874
+62% +$1.02M 0.16% 83
2025
Q3 		$1.47M Buy
17,547
+5,277
+43% +$435K 0.09% 159
2025
Q2 		$971K Sell
12,270
-2,003
-14% -$159K 0.1% 136
2025
Q1 		$1.28M Buy
14,273
+175
+1% +$16.3K 0.15% 100
2024
Q4 		$1.4M Sell
14,098
-288
-2% -$29.7K 0.16% 78
2024
Q3 		$1.63M Buy
14,386
+1,188
+9% +$141K 0.19% 72
2024
Q2 		$1.63M Buy
13,198
+1,021
+8% +$132K 0.23% 61
2024
Q1 		$1.61M Buy
12,177
+3,599
+42% +$444K 0.23% 65
2023
Q4 		$935K Buy
8,578
+875
+11% +$90.8K 0.16% 80
2023
Q3 		$793K Sell
7,703
-1,356
-15% -$146K 0.1% 106
2023
Q2 		$1.05M Buy
9,059
+1,125
+14% +$128K 0.14% 93
2023
Q1 		$844K Buy
7,934
+1,065
+16% +$115K 0.12% 102
2022
Q4 		$762K Buy
6,869
+2,403
+54% +$246K 0.11% 106
2022
Q3 		$385K Buy
4,466
+57
+1% +$5.09K 0.07% 142
2022
Q2 		$402K Buy
4,409
+876
+25% +$77.7K 0.1% 118
2022
Q1 		$290K Buy
3,533
+314
+10% +$24.8K 0.07% 157
2021
Q4 		$246K Sell
3,219
-565
-15% -$45K 0.07% 157
2021
Q3 		$284K Buy
3,784
+519
+16% +$39.5K 0.08% 128
2021
Q2 		$253K Sell
3,265
-302
-8% -$22.5K 0.08% 137
2021
Q1 		$262K Sell
3,567
-1,331
-27% -$98.2K 0.1% 126
2020
Q4 		$382K Buy
+4,898
New +$375K 0.14% 93

Other funds holding MRK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Aaron Wealth Advisors's MRK Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Merck (MRK) stake by 6.8% in Q3 2026, selling an estimated $248K and leaving 24,663 shares worth $3.58M. The position accounts for 0.18% of the portfolio, ranked #75.

Aaron Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 24 quarters since. 464 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Aaron Wealth Advisors held 24,663 shares of Merck worth $3.58M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,793 Merck shares in Q3 2026, an estimated $248K.
  • Merck made up 0.18% of Aaron Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • Aaron Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 24 quarters since.
  • 464 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.