Goldstein Advisors
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Goldstein Advisors’s Merck MRK Stock Holding History

Goldstein 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 		$909K Buy
6,258
+1,824
+41% +$252K 0.08% 89
2026
Q2 		$570K Buy
4,434
+758
+21% +$88.7K 0.05% 120
2026
Q1 		$442K Sell
3,676
-50
-1% -$5.77K 0.05% 114
2025
Q4 		$392K Buy
3,726
+58
+2% +$5.44K 0.04% 115
2025
Q3 		$308K Buy
3,668
+53
+1% +$4.36K 0.04% 138
2025
Q2 		$286K Sell
3,615
-44
-1% -$3.5K 0.04% 138
2025
Q1 		$328K Buy
3,659
+291
+9% +$27.2K 0.05% 128
2024
Q4 		$335K Buy
3,368
+86
+3% +$8.87K 0.05% 120
2024
Q3 		$373K Sell
3,282
-177
-5% -$21K 0.06% 107
2024
Q2 		$428K Buy
3,459
+136
+4% +$17.5K 0.07% 90
2024
Q1 		$438K Sell
3,323
-35
-1% -$4.31K 0.07% 89
2023
Q4 		$366K Sell
3,358
-58
-2% -$6.02K 0.06% 127
2023
Q3 		$352K Sell
3,416
-310
-8% -$33.4K 0.07% 94
2023
Q2 		$430K Sell
3,726
-234
-6% -$26.6K 0.09% 81
2023
Q1 		$421K Buy
3,960
+118
+3% +$12.7K 0.09% 81
2022
Q4 		$426K Buy
+3,842
New +$393K 0.1% 82

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

Goldstein Advisors's MRK Position: Q3 2026 in Review

Goldstein Advisors increased its Merck (MRK) stake by 41% in Q3 2026, buying an estimated $252K and bringing the position to 6,258 shares worth $909K. The position accounts for 0.08% of the portfolio, ranked #89.

Goldstein Advisors first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. 2,589 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Goldstein Advisors held 6,258 shares of Merck worth $909K as of Q3 2026.
  • Goldstein Advisors bought 1,824 Merck shares in Q3 2026, an estimated $252K.
  • Merck made up 0.08% of Goldstein Advisors's portfolio in Q3 2026, its #89 holding.
  • Goldstein Advisors first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • 2,589 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.