Fiducient Advisors
MRK icon

Fiducient Advisors’s Merck MRK Stock Holding History

Fiducient Advisors’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 		$279K Buy
1,911
+39
+2% +$5.39K 0.04% 127
2026
Q2 		$242K Hold
1,872
– – 0.03% 134
2026
Q1 		$227K Sell
1,872
-1,927
-51% -$222K 0.03% 128
2025
Q4 		$403K Hold
3,799
– – 0.05% 123
2025
Q3 		$322K Buy
3,799
+551
+17% +$45.4K 0.04% 120
2025
Q2 		$260K Sell
3,248
-1,907
-37% -$152K 0.03% 133
2025
Q1 		$465K Buy
5,155
+1,922
+59% +$179K 0.06% 97
2024
Q4 		$324K Sell
3,233
-207
-6% -$21.3K 0.04% 119
2024
Q3 		$393K Buy
3,440
+157
+5% +$18.7K 0.05% 103
2024
Q2 		$409K Buy
3,283
+996
+44% +$128K 0.06% 96
2024
Q1 		$304K Sell
2,287
-2,229
-49% -$275K 0.06% 102
2023
Q4 		$496K Buy
4,516
+1,556
+53% +$162K 0.09% 75
2023
Q3 		$307K Buy
+2,960
New +$319K 0.02% 90

Other funds holding MRK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fiducient Advisors's MRK Position: Q3 2026 in Review

Fiducient Advisors increased its Merck (MRK) stake by 2.1% in Q3 2026, buying an estimated $5.39K and bringing the position to 1,911 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #127.

Fiducient Advisors first reported a position in MRK in Q3 2023 and has held it in 13 quarters since. The position peaked at $496K in Q4 2023. 3,146 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Fiducient Advisors held 1,911 shares of Merck worth $279K as of Q3 2026.
  • Fiducient Advisors bought 39 Merck shares in Q3 2026, an estimated $5.39K.
  • Merck made up 0.04% of Fiducient Advisors's portfolio in Q3 2026, its #127 holding.
  • Fiducient Advisors first reported a position in Merck in Q3 2023 and has held it in 13 quarters since.
  • Fiducient Advisors's Merck position peaked at $496K in Q4 2023.
  • 3,146 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Fiducient Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.