Elevation Wealth Partners
MRK icon

Elevation Wealth Partners’s Merck MRK Stock Holding History

Elevation Wealth Partners’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 		$319K Sell
2,192
-20
-0.9% -$2.76K 0.09% 112
2026
Q2 		$284K Buy
2,212
+987
+81% +$116K 0.09% 113
2026
Q1 		$147K Buy
1,225
+29
+2% +$3.35K 0.05% 137
2025
Q4 		$126K Buy
1,196
+65
+6% +$6.1K 0.04% 149
2025
Q3 		$94.9K Sell
1,131
-159
-12% -$13.1K 0.03% 181
2025
Q2 		$102K Sell
1,290
-269
-17% -$21.4K 0.04% 175
2025
Q1 		$140K Buy
1,559
+4
+0.3% +$373 0.06% 134
2024
Q4 		$155K Buy
1,555
+4
+0.3% +$412 0.07% 130
2024
Q3 		$176K Buy
1,551
+3
+0.2% +$356 0.08% 124
2024
Q2 		$192K Buy
1,548
+3
+0.2% +$386 0.09% 110
2024
Q1 		$204K Sell
1,545
-173
-10% -$21.3K 0.1% 107
2023
Q4 		$177K Buy
1,718
+730
+74% +$75.8K 0.11% 114
2023
Q3 		$102K Buy
988
+3
+0.3% +$323 0.09% 92
2023
Q2 		$114K Buy
985
+4
+0.4% +$454 0.1% 87
2023
Q1 		$104K Buy
+981
New +$106K 0.1% 95

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

Elevation Wealth Partners's MRK Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Merck (MRK) stake by 0.9% in Q3 2026, selling an estimated $2.76K and leaving 2,192 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #112.

Elevation Wealth Partners first reported a position in MRK in Q1 2023 and has held it in 15 quarters since. 1,488 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Elevation Wealth Partners held 2,192 shares of Merck worth $319K as of Q3 2026.
  • Elevation Wealth Partners sold 20 Merck shares in Q3 2026, an estimated $2.76K.
  • Merck made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #112 holding.
  • Elevation Wealth Partners first reported a position in Merck in Q1 2023 and has held it in 15 quarters since.
  • 1,488 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.