Defined Wealth Management’s Merck MRK Stock Holding History

Defined Wealth 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	$214K	Buy	+1,473	New	+$204K	0.11%	114
2025 Q3	–	Sell	-5,671	Closed	-$449K	–	110
2025 Q2	$449K	Buy	5,671 +19	+0.3%	+$1.51K	0.28%	81
2025 Q1	$507K	Buy	5,652 +69	+1%	+$6.44K	0.34%	65
2024 Q4	$555K	Buy	5,583 +47	+0.8%	+$4.84K	0.37%	61
2024 Q3	$629K	Buy	5,536 +24	+0.4%	+$2.85K	0.41%	57
2024 Q2	$682K	Buy	5,512 +53	+1%	+$6.83K	0.47%	55
2024 Q1	$720K	Buy	5,459 +14	+0.3%	+$1.73K	0.52%	52
2023 Q4	$594K	Buy	5,445 +11	+0.2%	+$1.14K	0.45%	56
2023 Q3	$559K	Buy	5,434 +74	+1%	+$7.98K	0.48%	55
2023 Q2	$618K	Buy	5,360 +10	+0.2%	+$1.14K	0.52%	51
2023 Q1	$569K	Hold	5,350	–	–	0.53%	50
2022 Q4	$594K	Hold	5,350	–	–	0.56%	50
2022 Q3	$461K	Hold	5,350	–	–	0.5%	51
2022 Q2	$488K	Hold	5,350	–	–	0.5%	49
2022 Q1	$439K	Hold	5,350	–	–	0.39%	60
2021 Q4	$410K	Hold	5,350	–	–	0.34%	65
2021 Q3	$402K	Hold	5,350	–	–	0.36%	62
2021 Q2	$416K	Sell	5,350 -257	-5%	-$19.1K	0.37%	62
2021 Q1	$412K	Hold	5,607	–	–	0.39%	60
2020 Q4	$438K	Buy	+5,607	New	+$429K	0.43%	52

Other funds holding MRK

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Defined Wealth Management's MRK Position: Q3 2026 in Review

Defined Wealth Management opened a new position in Merck (MRK) in Q3 2026: 1,473 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #114 among its holdings. This is a return to the name: Defined Wealth Management previously reported a position in MRK as recently as Q2 2025.

Defined Wealth Management first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. The position peaked at $720K in Q1 2024. 874 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Defined Wealth Management held 1,473 shares of Merck worth $214K as of Q3 2026.
Merck was a new Defined Wealth Management position in Q3 2026.
Merck made up 0.11% of Defined Wealth Management's portfolio in Q3 2026, its #114 holding.
Defined Wealth Management first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
Defined Wealth Management's Merck position peaked at $720K in Q1 2024.
874 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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