Holos Integrated Wealth
MRK icon

Holos Integrated Wealth’s Merck MRK Stock Holding History

Holos Integrated Wealth’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 		$194K Buy
1,354
+403
+42% +$55.7K 0.09% 84
2026
Q2 		$123K Hold
951
– – 0.06% 112
2026
Q1 		$113K Hold
951
– – 0.06% 115
2025
Q4 		$101K Buy
951
+143
+18% +$13.4K 0.06% 93
2025
Q3 		$69.5K Hold
808
– – 0.04% 105
2025
Q2 		$65.2K Buy
808
+127
+19% +$10.1K 0.04% 107
2025
Q1 		$61.1K Hold
681
– – 0.04% 105
2024
Q4 		$67.7K Buy
+681
New +$70.2K 0.05% 97

Other funds holding MRK

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Holos Integrated Wealth's MRK Position: Q3 2026 in Review

Holos Integrated Wealth increased its Merck (MRK) stake by 42% in Q3 2026, buying an estimated $55.7K and bringing the position to 1,354 shares worth $194K. The position accounts for 0.09% of the portfolio, ranked #84.

Holos Integrated Wealth first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Holos Integrated Wealth held 1,354 shares of Merck worth $194K as of Q3 2026.
  • Holos Integrated Wealth bought 403 Merck shares in Q3 2026, an estimated $55.7K.
  • Merck made up 0.09% of Holos Integrated Wealth's portfolio in Q3 2026, its #84 holding.
  • Holos Integrated Wealth first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.