Discipline Wealth Solutions
MRK icon

Discipline Wealth Solutions’s Merck MRK Stock Holding History

Discipline Wealth Solutions’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 		$1.75M Buy
12,047
+12
+0.1% +$1.66K 0.15% 69
2026
Q2 		$1.55M Buy
12,035
+522
+5% +$61.1K 0.13% 73
2026
Q1 		$1.38M Buy
11,513
+8,068
+234% +$931K 0.15% 69
2025
Q4 		$363K Buy
3,445
+528
+18% +$49.6K 0.07% 122
2025
Q3 		$245K Buy
+2,917
New +$240K 0.06% 140

Other funds holding MRK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Discipline Wealth Solutions's MRK Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Merck (MRK) stake by 0.1% in Q3 2026, buying an estimated $1.66K and bringing the position to 12,047 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #69.

Discipline Wealth Solutions first reported a position in MRK in Q3 2025 and has held it in 5 quarters since. 2,176 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Discipline Wealth Solutions held 12,047 shares of Merck worth $1.75M as of Q3 2026.
  • Discipline Wealth Solutions bought 12 Merck shares in Q3 2026, an estimated $1.66K.
  • Merck made up 0.15% of Discipline Wealth Solutions's portfolio in Q3 2026, its #69 holding.
  • Discipline Wealth Solutions first reported a position in Merck in Q3 2025 and has held it in 5 quarters since.
  • 2,176 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.