Able Wealth Management
MRK icon

Able Wealth Management’s Merck MRK Stock Holding History

Able 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 		$346K Sell
2,482
-95
-4% -$13.1K 0.08% 97
2026
Q2 		$281K Buy
2,577
+468
+22% +$54.8K 0.06% 117
2026
Q1 		$211K Buy
2,109
+207
+11% +$23.9K 0.06% 123
2025
Q4 		$200K Buy
+1,902
New +$179K 0.06% 113
2025
Q1 		– Sell
-2,014
Closed -$200K – 104
2024
Q4 		$200K Buy
2,014
+68
+3% +$7.01K 0.13% 96
2024
Q3 		$221K Hold
1,946
– – 0.17% 84
2024
Q2 		$241K Buy
1,946
+11
+0.6% +$1.42K 0.2% 73
2024
Q1 		$255K Sell
1,935
-10
-0.5% -$1.23K 0.22% 70
2023
Q4 		$212K Buy
+1,945
New +$202K 0.19% 73

Other funds holding MRK

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Able Wealth Management reduced its Merck (MRK) stake by 3.7% in Q3 2026, selling an estimated $13.1K and leaving 2,482 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #97.

Able Wealth Management first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. 1,405 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Able Wealth Management held 2,482 shares of Merck worth $346K as of Q3 2026.
  • Able Wealth Management sold 95 Merck shares in Q3 2026, an estimated $13.1K.
  • Merck made up 0.08% of Able Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Able Wealth Management first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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