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Aurora Private Wealth’s Merck MRK Stock Holding History

Aurora Private Wealth’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 		$1.17M Sell
8,070
-620
-7% -$85.7K 0.74% 36
2026
Q2 		$1.12M Sell
8,690
-271
-3% -$31.7K 0.71% 38
2026
Q1 		$945K Hold
8,961
– – 0.67% 38
2025
Q4 		$943K Buy
+8,961
New +$841K 0.62% 43
2025
Q2 		$821K Buy
10,376
+281
+3% +$22.3K 0.61% 44
2025
Q1 		$906K Sell
10,095
-264
-3% -$24.6K 0.72% 35
2024
Q4 		$1.03M Sell
10,359
-257
-2% -$26.5K 0.77% 34
2024
Q3 		$1.21M Buy
10,616
+69
+0.7% +$8.2K 0.95% 27
2024
Q2 		$1.31M Sell
10,547
-68
-0.6% -$8.76K 1.14% 24
2024
Q1 		$1.39M Buy
10,615
+28
+0.3% +$3.45K 1.2% 19
2023
Q4 		$1.15M Sell
10,587
-64
-0.6% -$6.64K 1.09% 20
2023
Q3 		$1.1M Buy
10,651
+185
+2% +$19.9K 1.21% 19
2023
Q2 		$1.21M Sell
10,466
-634
-6% -$72K 1.37% 15
2023
Q1 		$1.18M Sell
11,100
-97
-0.9% -$10.5K 1.26% 17
2022
Q4 		$1.24M Sell
11,197
-1,791
-14% -$183K 1.42% 16
2022
Q3 		$1.12M Buy
12,988
+86
+0.7% +$7.68K 0.52% 32
2022
Q2 		$1.18M Buy
12,902
+323
+3% +$28.6K 0.53% 31
2022
Q1 		$1.03M Sell
12,579
-356
-3% -$28.1K 0.42% 45
2021
Q4 		$991K Sell
12,935
-751
-5% -$59.8K 0.43% 46
2021
Q3 		$1.03M Sell
13,686
-123
-0.9% -$9.36K 0.42% 49
2021
Q2 		$1.07M Sell
13,809
-59
-0.4% -$4.39K 0.43% 50
2021
Q1 		$1.02M Sell
13,868
-1,199
-8% -$88.4K 0.42% 52
2020
Q4 		$1.18M Sell
15,067
-156
-1% -$11.9K 0.5% 41
2020
Q3 		$1.2M Buy
15,223
+193
+1% +$15.1K 0.52% 34
2020
Q2 		$1.11M Sell
15,030
-12,741
-46% -$959K 0.51% 35
2020
Q1 		$2.04M Buy
27,771
+12,362
+80% +$972K 0.72% 25
2019
Q4 		$1.34M Buy
+15,409
New +$1.27M 0.47% 39

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Aurora Private Wealth's MRK Position: Q3 2026 in Review

Aurora Private Wealth reduced its Merck (MRK) stake by 7.1% in Q3 2026, selling an estimated $85.7K and leaving 8,070 shares worth $1.17M. The position accounts for 0.74% of the portfolio, ranked #36.

Aurora Private Wealth first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.04M in Q1 2020. 1,390 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Aurora Private Wealth held 8,070 shares of Merck worth $1.17M as of Q3 2026.
  • Aurora Private Wealth sold 620 Merck shares in Q3 2026, an estimated $85.7K.
  • Merck made up 0.74% of Aurora Private Wealth's portfolio in Q3 2026, its #36 holding.
  • Aurora Private Wealth first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's Merck position peaked at $2.04M in Q1 2020.
  • 1,390 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.