Intergy Private Wealth
MRK icon

Intergy Private Wealth’s Merck MRK Stock Holding History

Intergy Private 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 		$621K Buy
4,277
+178
+4% +$24.6K 0.14% 67
2026
Q2 		$527K Buy
4,099
+305
+8% +$35.7K 0.12% 69
2026
Q1 		$456K Sell
3,794
-66
-2% -$7.62K 0.13% 69
2025
Q4 		$406K Buy
3,860
+511
+15% +$48K 0.12% 77
2025
Q3 		$281K Buy
3,349
+403
+14% +$33.2K 0.09% 86
2025
Q2 		$233K Buy
2,946
+133
+5% +$10.6K 0.08% 90
2025
Q1 		$252K Sell
2,813
-939
-25% -$87.7K 0.1% 83
2024
Q4 		$373K Buy
3,752
+609
+19% +$62.8K 0.14% 67
2024
Q3 		$357K Buy
3,143
+80
+3% +$9.5K 0.14% 68
2024
Q2 		$379K Buy
3,063
+50
+2% +$6.44K 0.16% 64
2024
Q1 		$398K Buy
3,013
+6
+0.2% +$740 0.16% 63
2023
Q4 		$328K Buy
3,007
+36
+1% +$3.74K 0.14% 61
2023
Q3 		$306K Sell
2,971
-40
-1% -$4.31K 0.15% 62
2023
Q2 		$347K Buy
3,011
+110
+4% +$12.5K 0.17% 59
2023
Q1 		$309K Buy
2,901
+10
+0.3% +$1.08K 0.17% 58
2022
Q4 		$321K Buy
+2,891
New +$296K 0.2% 54

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

Intergy Private Wealth's MRK Position: Q3 2026 in Review

Intergy Private Wealth increased its Merck (MRK) stake by 4.3% in Q3 2026, buying an estimated $24.6K and bringing the position to 4,277 shares worth $621K. The position accounts for 0.14% of the portfolio, ranked #67.

Intergy Private Wealth first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. 1,169 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Intergy Private Wealth held 4,277 shares of Merck worth $621K as of Q3 2026.
  • Intergy Private Wealth bought 178 Merck shares in Q3 2026, an estimated $24.6K.
  • Merck made up 0.14% of Intergy Private Wealth's portfolio in Q3 2026, its #67 holding.
  • Intergy Private Wealth first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.