Accel Wealth Management
MRK icon

Accel Wealth Management’s Merck MRK Stock Holding History

Accel 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 		$686K Sell
4,721
-141
-3% -$19.5K 0.15% 130
2026
Q2 		$625K Buy
4,862
+3
+0.1% +$351 0.14% 141
2026
Q1 		$584K Sell
4,859
-157
-3% -$18.1K 0.15% 140
2025
Q4 		$528K Sell
5,016
-156
-3% -$14.6K 0.14% 141
2025
Q3 		$434K Sell
5,172
-523
-9% -$43.1K 0.13% 163
2025
Q2 		$451K Buy
5,695
+226
+4% +$18K 0.15% 147
2025
Q1 		$491K Sell
5,469
-141
-3% -$13.2K 0.18% 126
2024
Q4 		$558K Sell
5,610
-165
-3% -$17K 0.21% 117
2024
Q3 		$656K Sell
5,775
-237
-4% -$28.2K 0.24% 105
2024
Q2 		$744K Buy
6,012
+1,099
+22% +$142K 0.3% 84
2024
Q1 		$648K Buy
4,913
+66
+1% +$8.14K 0.28% 89
2023
Q4 		$528K Buy
4,847
+100
+2% +$10.4K 0.27% 97
2023
Q3 		$489K Sell
4,747
-159
-3% -$17.1K 0.27% 94
2023
Q2 		$566K Sell
4,906
-8
-0.2% -$908 0.31% 80
2023
Q1 		$523K Sell
4,914
-59
-1% -$6.37K 0.21% 105
2022
Q4 		$552K Sell
4,973
-84
-2% -$8.59K 0.26% 81
2022
Q3 		$447K Sell
5,057
-177
-3% -$15.8K 0.24% 92
2022
Q2 		$497K Buy
5,234
+3,348
+178% +$297K 0.29% 72
2022
Q1 		$158K Buy
1,886
+728
+63% +$57.4K 0.08% 187
2021
Q4 		$89K Sell
1,158
-98
-8% -$7.81K 0.04% 279
2021
Q3 		$94K Sell
1,256
-97
-7% -$7.38K 0.06% 227
2021
Q2 		$105K Sell
1,353
-60
-4% -$4.46K 0.07% 230
2021
Q1 		$104K Sell
1,413
-206
-13% -$15.2K 0.08% 210
2020
Q4 		$126K Buy
+1,619
New +$124K 0.12% 177

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Accel Wealth Management reduced its Merck (MRK) stake by 2.9% in Q3 2026, selling an estimated $19.5K and leaving 4,721 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #130.

Accel Wealth Management first reported a position in MRK in Q4 2020 and has held it in 24 quarters since. The position peaked at $744K in Q2 2024. 1,788 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Accel Wealth Management held 4,721 shares of Merck worth $686K as of Q3 2026.
  • Accel Wealth Management sold 141 Merck shares in Q3 2026, an estimated $19.5K.
  • Merck made up 0.15% of Accel Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Accel Wealth Management first reported a position in Merck in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Merck position peaked at $744K in Q2 2024.
  • 1,788 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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