Activest Wealth Management
MRK icon

Activest Wealth Management’s Merck MRK Stock Holding History

Activest 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 		$117K Buy
805
+12
+2% +$1.66K 0.02% 164
2026
Q2 		$102K Buy
793
+22
+3% +$2.58K 0.02% 187
2026
Q1 		$92.7K Buy
771
+39
+5% +$4.5K 0.02% 242
2025
Q4 		$77K Sell
732
-37
-5% -$3.47K 0.01% 251
2025
Q3 		$64.5K Buy
769
+172
+29% +$14.2K 0.01% 236
2025
Q2 		$47.3K Sell
597
-467
-44% -$37.1K 0.01% 220
2025
Q1 		$95.5K Buy
1,064
+711
+201% +$66.4K 0.03% 137
2024
Q4 		$35.1K Buy
353
+14
+4% +$1.44K 0.01% 203
2024
Q3 		$38.5K Hold
339
– – 0.01% 197
2024
Q2 		$42K Buy
+339
New +$43.7K 0.01% 185
2023
Q3 		– Sell
-361
Closed -$38.9K – 372
2023
Q2 		$39.9K Buy
+361
New +$41K 0.03% 89
2023
Q1 		– Sell
-2,043
Closed -$219K – 452
2022
Q4 		$219K Buy
2,043
+46
+2% +$4.7K 0.06% 83
2022
Q3 		$174K Buy
+1,997
New +$178K 0.06% 95

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Activest Wealth Management increased its Merck (MRK) stake by 1.5% in Q3 2026, buying an estimated $1.66K and bringing the position to 805 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #164.

Activest Wealth Management first reported a position in MRK in Q3 2022 and has held it in 13 quarters since. The position peaked at $219K in Q4 2022. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Activest Wealth Management held 805 shares of Merck worth $117K as of Q3 2026.
  • Activest Wealth Management bought 12 Merck shares in Q3 2026, an estimated $1.66K.
  • Merck made up 0.02% of Activest Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Activest Wealth Management first reported a position in Merck in Q3 2022 and has held it in 13 quarters since.
  • Activest Wealth Management's Merck position peaked at $219K in Q4 2022.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.