Flagship Wealth Advisors
MRK icon

Flagship Wealth Advisors’s Merck MRK Stock Holding History

Flagship Wealth 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 		$242K Hold
1,662
– – 0.05% 134
2026
Q2 		$214K Buy
1,662
+963
+138% +$113K 0.05% 147
2026
Q1 		$55.3K Sell
699
-663
-49% -$76.5K 0.02% 192
2025
Q4 		$143K Sell
1,362
-331
-20% -$31.1K 0.04% 140
2025
Q3 		$142K Sell
1,693
-1,156
-41% -$95.2K 0.05% 142
2025
Q2 		$226K Hold
2,849
– – 0.09% 106
2025
Q1 		$256K Hold
2,849
– – 0.11% 96
2024
Q4 		$283K Buy
+2,849
New +$294K 0.17% 75

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

Flagship Wealth Advisors's MRK Position: Q3 2026 in Review

Flagship Wealth Advisors held its Merck (MRK) position steady in Q3 2026 at 1,662 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #134.

Flagship Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. The position peaked at $283K in Q4 2024. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Flagship Wealth Advisors held 1,662 shares of Merck worth $242K as of Q3 2026.
  • Flagship Wealth Advisors left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.05% of Flagship Wealth Advisors's portfolio in Q3 2026, its #134 holding.
  • Flagship Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
  • Flagship Wealth Advisors's Merck position peaked at $283K in Q4 2024.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.