Herold Advisors
MRK icon

Herold Advisors’s Merck MRK Stock Holding History

Herold 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 		$4.58M Sell
31,510
-110
-0.3% -$15.2K 0.89% 28
2026
Q2 		$4.07M Sell
31,620
-36
-0.1% -$4.21K 0.8% 30
2026
Q1 		$3.81M Buy
31,656
+1,508
+5% +$174K 0.84% 31
2025
Q4 		$3.17M Sell
30,148
-262
-0.9% -$24.6K 0.71% 38
2025
Q3 		$2.55M Sell
30,410
-1,156
-4% -$95.2K 0.59% 50
2025
Q2 		$2.5M Sell
31,566
-2,859
-8% -$227K 0.52% 54
2025
Q1 		$3.09M Sell
34,425
-1,822
-5% -$170K 0.68% 38
2024
Q4 		$3.61M Sell
36,247
-1,032
-3% -$106K 0.79% 30
2024
Q3 		$4.23M Buy
37,279
+70
+0.2% +$8.32K 0.92% 24
2024
Q2 		$4.61M Buy
37,209
+44
+0.1% +$5.67K 1.07% 20
2024
Q1 		$4.9M Sell
37,165
-627
-2% -$77.3K 1.19% 17
2023
Q4 		$4.12M Buy
37,792
+854
+2% +$88.6K 1.14% 15
2023
Q3 		$3.8M Buy
36,938
+576
+2% +$62.1K 1.16% 17
2023
Q2 		$4.2M Buy
36,362
+1,513
+4% +$172K 1.28% 13
2023
Q1 		$3.71M Buy
34,849
+3,585
+11% +$387K 1.28% 14
2022
Q4 		$3.47M Buy
31,264
+2,495
+9% +$255K 1.47% 14
2022
Q3 		$2.48M Buy
28,769
+3,944
+16% +$352K 1.19% 18
2022
Q2 		$2.26M Buy
24,825
+181
+0.7% +$16K 1.01% 29
2022
Q1 		$2.02M Buy
24,644
+3,549
+17% +$280K 0.72% 41
2021
Q4 		$1.62M Buy
21,095
+927
+5% +$73.8K 0.63% 53
2021
Q3 		$1.51M Buy
+20,168
New +$1.53M 0.59% 51

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Herold Advisors's MRK Position: Q3 2026 in Review

Herold Advisors reduced its Merck (MRK) stake by 0.35% in Q3 2026, selling an estimated $15.2K and leaving 31,510 shares worth $4.58M. The position accounts for 0.89% of the portfolio, ranked #28.

Herold Advisors first reported a position in MRK in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.9M in Q1 2024. 1,488 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Herold Advisors held 31,510 shares of Merck worth $4.58M as of Q3 2026.
  • Herold Advisors sold 110 Merck shares in Q3 2026, an estimated $15.2K.
  • Merck made up 0.89% of Herold Advisors's portfolio in Q3 2026, its #28 holding.
  • Herold Advisors first reported a position in Merck in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Merck position peaked at $4.9M in Q1 2024.
  • 1,488 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.