Curtis Advisory Group
MRK icon

Curtis Advisory Group’s Merck MRK Stock Holding History

Curtis Advisory 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 		$959K Hold
6,600
– – 0.18% 69
2026
Q2 		$848K Hold
6,600
– – 0.16% 75
2026
Q1 		$794K Hold
6,600
– – 0.17% 71
2025
Q4 		$695K Hold
6,600
– – 0.15% 74
2025
Q3 		$554K Buy
+6,600
New +$544K 0.13% 74
2024
Q1 		– Sell
-3,269
Closed -$356K – 97
2023
Q4 		$356K Hold
3,269
– – 0.16% 70
2023
Q3 		$337K Sell
3,269
-500
-13% -$53.9K 0.11% 68
2023
Q2 		$435K Hold
3,769
– – 0.14% 64
2023
Q1 		$401K Sell
3,769
-100
-3% -$10.8K 0.15% 62
2022
Q4 		$429K Sell
3,869
-1,431
-27% -$146K 0.17% 56
2022
Q3 		$456K Sell
5,300
-500
-9% -$44.6K 0.19% 55
2022
Q2 		$529K Sell
5,800
-200
-3% -$17.7K 0.21% 53
2022
Q1 		$492K Hold
6,000
– – 0.17% 51
2021
Q4 		$460K Sell
6,000
-133
-2% -$10.6K 0.15% 57
2021
Q3 		$461K Sell
6,133
-267
-4% -$20.3K 0.17% 49
2021
Q2 		$498K Sell
6,400
-517
-7% -$38.5K 0.22% 49
2021
Q1 		$509K Buy
6,917
+3,354
+94% +$247K 0.23% 52
2020
Q4 		$278K Hold
3,563
– – 0.14% 54
2020
Q3 		$282K Sell
3,563
-419
-11% -$32.8K 0.17% 51
2020
Q2 		$294K Hold
3,982
– – 0.21% 45
2020
Q1 		$292K Sell
3,982
-420
-10% -$33K 0.19% 41
2019
Q4 		$382K Buy
+4,402
New +$362K 0.22% 40

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Curtis Advisory Group's MRK Position: Q3 2026 in Review

Curtis Advisory Group held its Merck (MRK) position steady in Q3 2026 at 6,600 shares worth $959K. The position accounts for 0.18% of the portfolio, ranked #69.

Curtis Advisory Group first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. 1,610 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Curtis Advisory Group held 6,600 shares of Merck worth $959K as of Q3 2026.
  • Curtis Advisory Group left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.18% of Curtis Advisory Group's portfolio in Q3 2026, its #69 holding.
  • Curtis Advisory Group first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.