Demars Financial Group
MRK icon

Demars Financial Group’s Merck MRK Stock Holding History

Demars Financial 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 		$811K Sell
5,583
-171
-3% -$23.6K 0.21% 56
2026
Q2 		$739K Buy
5,754
+1
+0% +$117 0.2% 57
2026
Q1 		$692K Buy
5,753
+40
+0.7% +$4.62K 0.23% 55
2025
Q4 		$601K Sell
5,713
-130
-2% -$12.2K 0.2% 49
2025
Q3 		$490K Sell
5,843
-551
-9% -$45.4K 0.17% 57
2025
Q2 		$506K Buy
6,394
+72
+1% +$5.72K 0.19% 54
2025
Q1 		$568K Sell
6,322
-234
-4% -$21.8K 0.24% 44
2024
Q4 		$652K Sell
6,556
-846
-11% -$87.2K 0.29% 35
2024
Q3 		$841K Sell
7,402
-19
-0.3% -$2.26K 0.38% 24
2024
Q2 		$919K Sell
7,421
-208
-3% -$26.8K 0.44% 19
2024
Q1 		$1.01M Sell
7,629
-5,373
-41% -$662K 0.5% 20
2023
Q4 		$1.42M Sell
13,002
-34,212
-72% -$3.55M 0.76% 16
2023
Q3 		$4.86M Sell
47,214
-812
-2% -$87.5K 2.78% 6
2023
Q2 		$5.54M Sell
48,026
-1,364
-3% -$155K 3.08% 6
2023
Q1 		$5.25M Sell
49,390
-1,352
-3% -$146K 2.9% 6
2022
Q4 		$5.63M Sell
50,742
-7,530
-13% -$770K 3.1% 6
2022
Q3 		$5.02M Sell
58,272
-3,233
-5% -$289K 2.98% 5
2022
Q2 		$5.61M Buy
61,505
+50,199
+444% +$4.45M 3.19% 8
2022
Q1 		$928K Buy
11,306
+136
+1% +$10.7K 0.47% 43
2021
Q4 		$856K Buy
11,170
+1,324
+13% +$105K 0.45% 49
2021
Q3 		$740K Buy
9,846
+3,659
+59% +$278K 0.44% 52
2021
Q2 		$481K Buy
6,187
+1,738
+39% +$129K 0.29% 55
2021
Q1 		$327K Sell
4,449
-838
-16% -$61.8K 0.22% 69
2020
Q4 		$413K Sell
5,287
-39,336
-88% -$3.01M 0.29% 52
2020
Q3 		$3.53M Buy
44,623
+541
+1% +$42.4K 2.69% 8
2020
Q2 		$3.25M Buy
44,082
+2,234
+5% +$168K 2.7% 10
2020
Q1 		$3.07M Buy
41,848
+1,051
+3% +$82.6K 3.21% 5
2019
Q4 		$3.54M Buy
+40,797
New +$3.35M 3.2% 7

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Demars Financial Group's MRK Position: Q3 2026 in Review

Demars Financial Group reduced its Merck (MRK) stake by 3% in Q3 2026, selling an estimated $23.6K and leaving 5,583 shares worth $811K. The position accounts for 0.21% of the portfolio, ranked #56.

Demars Financial Group first reported a position in MRK in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.63M in Q4 2022. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Demars Financial Group held 5,583 shares of Merck worth $811K as of Q3 2026.
  • Demars Financial Group sold 171 Merck shares in Q3 2026, an estimated $23.6K.
  • Merck made up 0.21% of Demars Financial Group's portfolio in Q3 2026, its #56 holding.
  • Demars Financial Group first reported a position in Merck in Q4 2019 and has held it in 28 quarters since.
  • Demars Financial Group's Merck position peaked at $5.63M in Q4 2022.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.