Centennial Wealth Advisory
MRK icon

Centennial Wealth Advisory’s Merck MRK Stock Holding History

Centennial Wealth Advisory’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 		$348K Buy
2,396
+598
+33% +$82.6K 0.07% 145
2026
Q2 		$231K Sell
1,798
-139
-7% -$16.3K 0.05% 169
2026
Q1 		$233K Sell
1,937
-221
-10% -$25.5K 0.06% 146
2025
Q4 		$227K Buy
+2,158
New +$203K 0.06% 152
2025
Q2 		– Sell
-5,254
Closed -$472K – 164
2025
Q1 		$472K Buy
5,254
+402
+8% +$37.5K 0.17% 84
2024
Q4 		$483K Buy
4,852
+526
+12% +$54.2K 0.19% 67
2024
Q3 		$491K Buy
4,326
+340
+9% +$40.4K 0.19% 61
2024
Q2 		$494K Sell
3,986
-424
-10% -$54.6K 0.21% 61
2024
Q1 		$582K Buy
4,410
+75
+2% +$9.24K 0.27% 52
2023
Q4 		$473K Buy
+4,335
New +$450K 0.24% 63
2023
Q2 		– Sell
-5,465
Closed -$581K – 136
2023
Q1 		$581K Buy
5,465
+1,653
+43% +$178K 0.31% 52
2022
Q4 		$423K Buy
3,812
+198
+5% +$20.2K 0.24% 61
2022
Q3 		$311K Buy
+3,614
New +$323K 0.18% 65

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

Centennial Wealth Advisory's MRK Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Merck (MRK) stake by 33% in Q3 2026, buying an estimated $82.6K and bringing the position to 2,396 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #145.

Centennial Wealth Advisory first reported a position in MRK in Q3 2022 and has held it in 13 quarters since. The position peaked at $582K in Q1 2024. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Centennial Wealth Advisory held 2,396 shares of Merck worth $348K as of Q3 2026.
  • Centennial Wealth Advisory bought 598 Merck shares in Q3 2026, an estimated $82.6K.
  • Merck made up 0.07% of Centennial Wealth Advisory's portfolio in Q3 2026, its #145 holding.
  • Centennial Wealth Advisory first reported a position in Merck in Q3 2022 and has held it in 13 quarters since.
  • Centennial Wealth Advisory's Merck position peaked at $582K in Q1 2024.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.