CA
MRK icon

Clune & Associates’s Merck MRK Stock Holding History

Clune & Associates’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 		– Sell
-2,001
Closed -$257K – 174
2026
Q2 		$257K Sell
2,001
-149
-7% -$17.4K 0.04% 153
2026
Q1 		$259K Buy
2,150
+8
+0.4% +$924 0.05% 150
2025
Q4 		$225K Buy
+2,142
New +$201K 0.05% 151
2025
Q2 		– Sell
-2,230
Closed -$200K – 157
2025
Q1 		$200K Sell
2,230
-30
-1% -$2.8K 0.06% 140
2024
Q4 		$225K Buy
+2,260
New +$233K 0.07% 128

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
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Clune & Associates's MRK Position: Q3 2026 in Review

Clune & Associates sold out of Merck (MRK) in Q3 2026, closing a stake of 2,001 shares — an estimated $257K sold.

Clune & Associates first reported a position in MRK in Q4 2024 and held it in 5 quarters. The position peaked at $259K in Q1 2026. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Clune & Associates reported no remaining Merck position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 2,001 Merck shares in Q3 2026, an estimated $257K.
  • Clune & Associates first reported a position in Merck in Q4 2024 and held it in 5 quarters.
  • Clune & Associates's Merck position peaked at $259K in Q1 2026.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.