Finer Wealth Management
MRK icon

Finer Wealth Management’s Merck MRK Stock Holding History

Finer Wealth Management’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 		$6.47M Sell
44,527
-841
-2% -$116K 2.56% 12
2026
Q2 		$5.83M Buy
45,368
+13
+0% +$1.52K 2.61% 11
2026
Q1 		$5.46M Sell
45,355
-225
-0.5% -$26K 2.74% 11
2025
Q4 		$4.8M Buy
45,580
+1,746
+4% +$164K 2.32% 12
2025
Q3 		$3.68M Buy
43,834
+1,072
+3% +$88.3K 1.83% 13
2025
Q2 		$3.39M Buy
42,762
+430
+1% +$34.2K 1.81% 14
2025
Q1 		$3.8M Buy
42,332
+275
+0.7% +$25.7K 2.28% 12
2024
Q4 		$4.18M Buy
42,057
+21
+0% +$2.16K 2.4% 11
2024
Q3 		$4.77M Sell
42,036
-954
-2% -$113K 2.95% 8
2024
Q2 		$5.32M Sell
42,990
-2,052
-5% -$264K 3.43% 8
2024
Q1 		$5.94M Buy
45,042
+792
+2% +$97.6K 3.9% 7
2023
Q4 		$4.82M Sell
44,250
-691
-2% -$71.7K 3.59% 6
2023
Q3 		$4.63M Buy
44,941
+705
+2% +$76K 3.7% 5
2023
Q2 		$5.1M Buy
44,236
+155
+0.4% +$17.6K 3.99% 5
2023
Q1 		$4.69M Buy
44,081
+1,194
+3% +$129K 3.96% 4
2022
Q4 		$4.76M Buy
42,887
+119
+0.3% +$12.2K 4.45% 4
2022
Q3 		$3.68M Sell
42,768
-236
-0.5% -$21.1K 3.62% 5
2022
Q2 		$3.92M Buy
43,004
+53
+0.1% +$4.7K 3.58% 4
2022
Q1 		$3.52M Buy
42,951
+1,856
+5% +$146K 2.88% 8
2021
Q4 		$3.15M Buy
+41,095
New +$3.27M 2.61% 9

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Finer Wealth Management's MRK Position: Q3 2026 in Review

Finer Wealth Management reduced its Merck (MRK) stake by 1.9% in Q3 2026, selling an estimated $116K and leaving 44,527 shares worth $6.47M. The position accounts for 2.56% of the portfolio, ranked #12.

Finer Wealth Management first reported a position in MRK in Q4 2021 and has held it in 20 quarters since. 2,448 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Finer Wealth Management held 44,527 shares of Merck worth $6.47M as of Q3 2026.
  • Finer Wealth Management sold 841 Merck shares in Q3 2026, an estimated $116K.
  • Merck made up 2.56% of Finer Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Finer Wealth Management first reported a position in Merck in Q4 2021 and has held it in 20 quarters since.
  • 2,448 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.