Commonwealth Financial Services
MRK icon

Commonwealth Financial Services’s Merck MRK Stock Holding History

Commonwealth Financial Services’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 		$423K Sell
2,908
-5,407
-65% -$747K 0.08% 132
2026
Q2 		$1.07M Buy
8,315
+782
+10% +$91.5K 0.14% 102
2026
Q1 		$906K Buy
7,533
+19
+0.3% +$2.19K 0.14% 88
2025
Q4 		$791K Buy
7,514
+1,062
+16% +$100K 0.13% 91
2025
Q3 		$542K Buy
6,452
+398
+7% +$32.8K 0.09% 111
2025
Q2 		$479K Buy
6,054
+91
+2% +$7.23K 0.09% 115
2025
Q1 		$535K Sell
5,963
-521
-8% -$48.6K 0.11% 104
2024
Q4 		$645K Buy
6,484
+351
+6% +$36.2K 0.13% 90
2024
Q3 		$704K Sell
6,133
-32
-0.5% -$3.8K 0.14% 86
2024
Q2 		$775K Buy
6,165
+145
+2% +$18.7K 0.16% 75
2024
Q1 		$656K Hold
6,020
– – 0.15% 81
2023
Q4 		$656K Buy
6,020
+3
+0% +$311 0.15% 81
2023
Q3 		$619K Buy
+6,017
New +$649K 0.18% 82
2017
Q1 		$42K Hold
694
– – 0.05% 110
2016
Q4 		$41K Sell
694
-106
-13% -$6.2K 0.04% 101
2016
Q3 		$48K Sell
800
-3
-0.4% -$175 0.05% 82
2016
Q2 		$44K Buy
803
+341
+74% +$18.1K 0.05% 90
2016
Q1 		$23K Hold
462
– – 0.03% 113
2015
Q4 		$23K Hold
462
– – 0.08% 103
2015
Q3 		$22K Hold
462
– – 0.03% 112
2015
Q2 		$25K Hold
462
– – 0.03% 121
2015
Q1 		$25K Hold
462
– – 0.02% 123
2014
Q4 		$25K Buy
+462
New +$25.7K 0.02% 113

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

Commonwealth Financial Services's MRK Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Merck (MRK) stake by 65% in Q3 2026, selling an estimated $747K and leaving 2,908 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #132.

Commonwealth Financial Services first reported a position in MRK in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.07M in Q2 2026. 1,316 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Commonwealth Financial Services held 2,908 shares of Merck worth $423K as of Q3 2026.
  • Commonwealth Financial Services sold 5,407 Merck shares in Q3 2026, an estimated $747K.
  • Merck made up 0.08% of Commonwealth Financial Services's portfolio in Q3 2026, its #132 holding.
  • Commonwealth Financial Services first reported a position in Merck in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Merck position peaked at $1.07M in Q2 2026.
  • 1,316 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.