Centurion Wealth Management
MRK icon

Centurion Wealth Management’s Merck MRK Stock Holding History

Centurion 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 		$602K Buy
4,143
+11
+0.3% +$1.52K 0.14% 127
2026
Q2 		$531K Sell
4,132
-460
-10% -$53.8K 0.13% 152
2026
Q1 		$552K Sell
4,592
-6
-0.1% -$693 0.12% 153
2025
Q4 		$484K Buy
4,598
+371
+9% +$34.8K 0.11% 166
2025
Q3 		$355K Buy
4,227
+1,134
+37% +$93.4K 0.08% 198
2025
Q2 		$245K Sell
3,093
-292
-9% -$23.2K 0.07% 200
2025
Q1 		$337K Hold
3,385
– – 0.11% 139
2024
Q4 		$337K Sell
3,385
-630
-16% -$65K 0.11% 139
2024
Q3 		$456K Buy
+4,015
New +$477K 0.15% 110
2024
Q1 		$478K Sell
3,623
-164
-4% -$20.2K 0.19% 90
2023
Q4 		$413K Buy
3,787
+58
+2% +$6.02K 0.18% 95
2023
Q3 		$384K Buy
3,729
+28
+0.8% +$3.02K 0.19% 90
2023
Q2 		$427K Hold
3,701
– – 0.21% 87
2023
Q1 		$394K Sell
3,701
-54
-1% -$5.83K 0.2% 91
2022
Q4 		$417K Buy
+3,755
New +$384K 0.24% 89

Other funds holding MRK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Centurion Wealth Management increased its Merck (MRK) stake by 0.27% in Q3 2026, buying an estimated $1.52K and bringing the position to 4,143 shares worth $602K. The position accounts for 0.14% of the portfolio, ranked #127.

Centurion Wealth Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 2,896 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Centurion Wealth Management held 4,143 shares of Merck worth $602K as of Q3 2026.
  • Centurion Wealth Management bought 11 Merck shares in Q3 2026, an estimated $1.52K.
  • Merck made up 0.14% of Centurion Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Centurion Wealth Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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