Avid Wealth Partners
MRK icon

Avid Wealth Partners’s Merck MRK Stock Holding History

Avid Wealth Partners’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 		$353K Buy
2,427
+75
+3% +$10.4K 0.16% 55
2026
Q2 		$302K Buy
2,352
+53
+2% +$6.2K 0.15% 59
2026
Q1 		$277K Buy
2,299
+186
+9% +$21.5K 0.13% 58
2025
Q4 		$223K Buy
+2,113
New +$198K 0.11% 58

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Avid Wealth Partners's MRK Position: Q3 2026 in Review

Avid Wealth Partners increased its Merck (MRK) stake by 3.2% in Q3 2026, buying an estimated $10.4K and bringing the position to 2,427 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #55.

Avid Wealth Partners first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Avid Wealth Partners held 2,427 shares of Merck worth $353K as of Q3 2026.
  • Avid Wealth Partners bought 75 Merck shares in Q3 2026, an estimated $10.4K.
  • Merck made up 0.16% of Avid Wealth Partners's portfolio in Q3 2026, its #55 holding.
  • Avid Wealth Partners first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.