InvesTrust
MRK icon

InvesTrust’s Merck MRK Stock Holding History

InvesTrust’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 		$1.16M Sell
7,978
-220
-3% -$30.4K 0.47% 57
2026
Q2 		$1.05M Sell
8,198
-113
-1% -$13.2K 0.41% 65
2026
Q1 		$1000K Sell
8,311
-50
-0.6% -$5.77K 0.42% 63
2025
Q4 		$880K Sell
8,361
-699
-8% -$65.6K 0.34% 67
2025
Q3 		$760K Hold
9,060
– – 0.28% 71
2025
Q2 		$717K Hold
9,060
– – 0.28% 72
2025
Q1 		$813K Hold
9,060
– – 0.22% 66
2024
Q4 		$891K Buy
+9,060
New +$934K 0.25% 64

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

InvesTrust's MRK Position: Q3 2026 in Review

InvesTrust reduced its Merck (MRK) stake by 2.7% in Q3 2026, selling an estimated $30.4K and leaving 7,978 shares worth $1.16M. The position accounts for 0.47% of the portfolio, ranked #57.

InvesTrust first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. 1,906 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • InvesTrust held 7,978 shares of Merck worth $1.16M as of Q3 2026.
  • InvesTrust sold 220 Merck shares in Q3 2026, an estimated $30.4K.
  • Merck made up 0.47% of InvesTrust's portfolio in Q3 2026, its #57 holding.
  • InvesTrust first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
  • 1,906 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.