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Insight Wealth Strategies’s Merck MRK Stock Holding History

Insight Wealth Strategies’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 		$7.89M Sell
54,318
-5
-0% -$691 0.78% 35
2026
Q2 		$6.81M Buy
54,323
+4,035
+8% +$472K 0.66% 49
2026
Q1 		$6.05M Sell
50,288
-9,815
-16% -$1.13M 0.68% 42
2025
Q4 		$6.33M Buy
60,103
+2,884
+5% +$271K 0.73% 37
2025
Q3 		$4.8M Buy
+57,219
New +$4.71M 0.57% 56
2024
Q1 		– Sell
-21,281
Closed -$2.32M – 177
2023
Q4 		$2.32M Buy
21,281
+615
+3% +$63.8K 0.37% 47
2023
Q3 		$2.13M Buy
20,666
+1,676
+9% +$181K 0.41% 42
2023
Q2 		$2.19M Sell
18,990
-436
-2% -$49.5K 0.42% 39
2023
Q1 		$2.07M Sell
19,426
-1,989
-9% -$215K 0.41% 36
2022
Q4 		$2.38M Sell
21,415
-848
-4% -$86.7K 0.46% 28
2022
Q3 		$2.03M Hold
22,263
– – 0.38% 35
2022
Q2 		$2.03M Buy
22,263
+1,169
+6% +$104K 0.38% 35
2022
Q1 		$1.73M Buy
21,094
+3,142
+18% +$248K 0.26% 63
2021
Q4 		$1.38M Buy
17,952
+3,020
+20% +$241K 0.2% 79
2021
Q3 		$1.12M Buy
14,932
+1,113
+8% +$84.6K 0.16% 86
2021
Q2 		$1.07M Sell
13,819
-4,768
-26% -$355K 0.15% 89
2021
Q1 		$1.37M Buy
18,587
+9,325
+101% +$688K 0.18% 80
2020
Q4 		$723K Buy
9,262
+56
+0.6% +$4.28K 0.12% 94
2020
Q3 		$729K Buy
9,206
+526
+6% +$41.2K 0.14% 72
2020
Q2 		$640K Buy
8,680
+167
+2% +$12.6K 0.14% 68
2020
Q1 		$625K Sell
8,513
-3,610
-30% -$284K 0.17% 61
2019
Q4 		$1.05M Buy
12,123
+1,321
+12% +$109K 0.22% 80
2019
Q3 		$868K Buy
10,802
+2,097
+24% +$168K 0.2% 79
2019
Q2 		$696K Buy
8,705
+153
+2% +$11.7K 0.17% 84
2019
Q1 		$679K Buy
8,552
+984
+13% +$73.6K 0.19% 77
2018
Q4 		$552K Buy
+7,568
New +$534K 0.17% 79

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 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
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Insight Wealth Strategies's MRK Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Merck (MRK) stake by 0.01% in Q3 2026, selling an estimated $691 and leaving 54,318 shares worth $7.89M. The position accounts for 0.78% of the portfolio, ranked #35.

Insight Wealth Strategies first reported a position in MRK in Q4 2018 and has held it in 26 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Insight Wealth Strategies held 54,318 shares of Merck worth $7.89M as of Q3 2026.
  • Insight Wealth Strategies sold 5 Merck shares in Q3 2026, an estimated $691.
  • Merck made up 0.78% of Insight Wealth Strategies's portfolio in Q3 2026, its #35 holding.
  • Insight Wealth Strategies first reported a position in Merck in Q4 2018 and has held it in 26 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.