Compass Financial Management
MRK icon

Compass Financial Management’s Merck MRK Stock Holding History

Compass Financial 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 		$1.41M Buy
9,733
+7,001
+256% +$967K 0.15% 161
2026
Q2 		$350K Buy
+2,732
New +$320K 0.04% 325

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Compass Financial Management's MRK Position: Q3 2026 in Review

Compass Financial Management increased its Merck (MRK) stake by 256% in Q3 2026, buying an estimated $967K and bringing the position to 9,733 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #161.

Compass Financial Management first reported a position in MRK in Q2 2026 and has held it in 2 quarters since. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Compass Financial Management held 9,733 shares of Merck worth $1.41M as of Q3 2026.
  • Compass Financial Management bought 7,001 Merck shares in Q3 2026, an estimated $967K.
  • Merck made up 0.15% of Compass Financial Management's portfolio in Q3 2026, its #161 holding.
  • Compass Financial Management first reported a position in Merck in Q2 2026 and has held it in 2 quarters since.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.