Fiduciary Alliance
MRK icon

Fiduciary Alliance’s Merck MRK Stock Holding History

Fiduciary Alliance’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 		$2.33M Sell
16,041
-645
-4% -$89.1K 0.18% 132
2026
Q2 		$2.14M Buy
16,686
+98
+0.6% +$11.5K 0.15% 168
2026
Q1 		$1.96M Buy
16,588
+804
+5% +$92.8K 0.12% 185
2025
Q4 		$1.66M Sell
15,784
-408
-3% -$38.3K 0.11% 181
2025
Q3 		$1.36M Sell
16,192
-1,345
-8% -$111K 0.09% 198
2025
Q2 		$1.39M Sell
17,537
-48,271
-73% -$3.84M 0.1% 187
2025
Q1 		$5.91M Sell
65,808
-7,022
-10% -$656K 0.58% 45
2024
Q4 		$7.25M Buy
72,830
+3,629
+5% +$374K 0.73% 36
2024
Q3 		$7.86M Sell
69,201
-5,074
-7% -$603K 1.04% 31
2024
Q2 		$9.49M Buy
74,275
+3,181
+4% +$410K 1.54% 15
2024
Q1 		$9.31M Sell
71,094
-990
-1% -$122K 1.64% 15
2023
Q4 		$7.86M Buy
72,084
+6,104
+9% +$634K 1.55% 20
2023
Q3 		$6.79M Buy
65,980
+2,648
+4% +$285K 1.57% 19
2023
Q2 		$7.31M Buy
63,332
+16,727
+36% +$1.9M 1.57% 18
2023
Q1 		$4.96M Buy
46,605
+3,168
+7% +$342K 1.24% 27
2022
Q4 		$4.82M Buy
+43,437
New +$4.44M 1.25% 23

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fiduciary Alliance's MRK Position: Q3 2026 in Review

Fiduciary Alliance reduced its Merck (MRK) stake by 3.9% in Q3 2026, selling an estimated $89.1K and leaving 16,041 shares worth $2.33M. The position accounts for 0.18% of the portfolio, ranked #132.

Fiduciary Alliance first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.49M in Q2 2024. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Fiduciary Alliance held 16,041 shares of Merck worth $2.33M as of Q3 2026.
  • Fiduciary Alliance sold 645 Merck shares in Q3 2026, an estimated $89.1K.
  • Merck made up 0.18% of Fiduciary Alliance's portfolio in Q3 2026, its #132 holding.
  • Fiduciary Alliance first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's Merck position peaked at $9.49M in Q2 2024.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.