Crown Wealth Group
MRK icon

Crown Wealth Group’s Merck MRK Stock Holding History

Crown Wealth Group’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 		$732K Buy
5,038
+228
+5% +$31.5K 0.18% 65
2026
Q2 		$618K Buy
4,810
+18
+0.4% +$2.11K 0.16% 67
2026
Q1 		$576K Buy
4,792
+133
+3% +$15.4K 0.17% 62
2025
Q4 		$490K Buy
4,659
+356
+8% +$33.4K 0.14% 67
2025
Q3 		$361K Sell
4,303
-148
-3% -$12.2K 0.11% 81
2025
Q2 		$352K Sell
4,451
-914
-17% -$72.7K 0.13% 72
2025
Q1 		$482K Buy
5,365
+176
+3% +$16.4K 0.25% 50
2024
Q4 		$516K Sell
5,189
-173
-3% -$17.8K 0.21% 59
2024
Q3 		$609K Sell
5,362
-5
-0.1% -$594 0.26% 55
2024
Q2 		$664K Sell
5,367
-60
-1% -$7.73K 0.33% 45
2024
Q1 		$716K Buy
5,427
+1,093
+25% +$135K 0.37% 37
2023
Q4 		$472K Buy
4,334
+307
+8% +$31.9K 0.28% 45
2023
Q3 		$415K Sell
4,027
-75
-2% -$8.08K 0.31% 38
2023
Q2 		$473K Sell
4,102
-540
-12% -$61.3K 0.37% 35
2023
Q1 		$494K Sell
4,642
-303
-6% -$32.7K 0.41% 33
2022
Q4 		$549K Buy
4,945
+925
+23% +$94.6K 0.52% 29
2022
Q3 		$346K Buy
4,020
+143
+4% +$12.8K 0.35% 38
2022
Q2 		$353K Sell
3,877
-8
-0.2% -$709 0.32% 45
2022
Q1 		$319K Buy
3,885
+199
+5% +$15.7K 0.22% 66
2021
Q4 		$282K Buy
+3,686
New +$294K 0.26% 59

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

Crown Wealth Group's MRK Position: Q3 2026 in Review

Crown Wealth Group increased its Merck (MRK) stake by 4.7% in Q3 2026, buying an estimated $31.5K and bringing the position to 5,038 shares worth $732K. The position accounts for 0.18% of the portfolio, ranked #65.

Crown Wealth Group first reported a position in MRK in Q4 2021 and has held it in 20 quarters since. 2,589 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Crown Wealth Group held 5,038 shares of Merck worth $732K as of Q3 2026.
  • Crown Wealth Group bought 228 Merck shares in Q3 2026, an estimated $31.5K.
  • Merck made up 0.18% of Crown Wealth Group's portfolio in Q3 2026, its #65 holding.
  • Crown Wealth Group first reported a position in Merck in Q4 2021 and has held it in 20 quarters since.
  • 2,589 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.