Instrumental Wealth
MRK icon

Instrumental Wealth’s Merck MRK Stock Holding History

Instrumental 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 		$478K Buy
3,289
+1,425
+76% +$197K 0.23% 47
2026
Q2 		$240K Buy
1,864
+119
+7% +$13.9K 0.12% 79
2026
Q1 		$210K Buy
+1,745
New +$201K 0.13% 68
2025
Q4 		– Sell
-3,388
Closed -$292K – 78
2025
Q3 		$292K Buy
3,388
+182
+6% +$15K 0.21% 49
2025
Q2 		$261K Buy
3,206
+141
+5% +$11.2K 0.21% 48
2025
Q1 		$254K Sell
3,065
-340
-10% -$31.7K 0.23% 47
2024
Q4 		$305K Sell
3,405
-233
-6% -$24K 0.29% 38
2024
Q3 		$399K Sell
3,638
-32
-0.9% -$3.8K 0.39% 27
2024
Q2 		$462K Buy
3,670
+56
+2% +$7.21K 0.48% 24
2024
Q1 		$456K Buy
3,614
+279
+8% +$34.4K 0.2% 26
2023
Q4 		$396K Sell
3,335
-73
-2% -$7.58K 0.43% 23
2023
Q3 		$355K Buy
3,408
+249
+8% +$26.8K 0.41% 21
2023
Q2 		$339K Sell
3,159
-14
-0.4% -$1.59K 0.41% 19
2023
Q1 		$375K Buy
+3,173
New +$343K 0.5% 17

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Instrumental Wealth's MRK Position: Q3 2026 in Review

Instrumental Wealth increased its Merck (MRK) stake by 76% in Q3 2026, buying an estimated $197K and bringing the position to 3,289 shares worth $478K. The position accounts for 0.23% of the portfolio, ranked #47.

Instrumental Wealth first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Instrumental Wealth held 3,289 shares of Merck worth $478K as of Q3 2026.
  • Instrumental Wealth bought 1,425 Merck shares in Q3 2026, an estimated $197K.
  • Merck made up 0.23% of Instrumental Wealth's portfolio in Q3 2026, its #47 holding.
  • Instrumental Wealth first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.