GRWP
MRK icon

Green Ridge Wealth Planning’s Merck MRK Stock Holding History

Green Ridge Wealth Planning’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 		$660K Sell
4,542
-506
-10% -$69.9K 0.26% 43
2026
Q2 		$649K Sell
5,048
-322
-6% -$37.7K 0.27% 43
2026
Q1 		$646K Sell
5,370
-135
-2% -$15.6K 0.34% 38
2025
Q4 		$579K Buy
+5,505
New +$517K 0.3% 40

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Green Ridge Wealth Planning's MRK Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Merck (MRK) stake by 10% in Q3 2026, selling an estimated $69.9K and leaving 4,542 shares worth $660K. The position accounts for 0.26% of the portfolio, ranked #43.

Green Ridge Wealth Planning first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Green Ridge Wealth Planning held 4,542 shares of Merck worth $660K as of Q3 2026.
  • Green Ridge Wealth Planning sold 506 Merck shares in Q3 2026, an estimated $69.9K.
  • Merck made up 0.26% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #43 holding.
  • Green Ridge Wealth Planning first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.