Keystone Wealth Services
MRK icon

Keystone Wealth Services’s Merck MRK Stock Holding History

Keystone Wealth Services’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 		$236K Buy
+1,580
New +$218K 0.04% 298
2024
Q3 		– Sell
-1,692
Closed -$209K – 258
2024
Q2 		$209K Buy
1,692
+97
+6% +$12.5K 0.07% 222
2024
Q1 		$210K Sell
1,595
-2,637
-62% -$325K 0.07% 211
2023
Q4 		$461K Sell
4,232
-177
-4% -$18.4K 0.16% 126
2023
Q3 		$454K Buy
4,409
+63
+1% +$6.79K 0.17% 125
2023
Q2 		$501K Buy
4,346
+2
+0% +$227 0.19% 117
2023
Q1 		$462K Buy
4,344
+17
+0.4% +$1.84K 0.19% 120
2022
Q4 		$480K Buy
4,327
+536
+14% +$54.8K 0.21% 106
2022
Q3 		$326K Buy
3,791
+77
+2% +$6.87K 0.15% 113
2022
Q2 		$339K Buy
3,714
+138
+4% +$12.2K 0.15% 113
2022
Q1 		$293K Buy
3,576
+2
+0.1% +$158 0.12% 138
2021
Q4 		$274K Buy
+3,574
New +$285K 0.11% 139

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Keystone Wealth Services's MRK Position: Q3 2026 in Review

Keystone Wealth Services opened a new position in Merck (MRK) in Q3 2026: 1,580 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #298 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in MRK as recently as Q2 2024.

Keystone Wealth Services first reported a position in MRK in Q4 2021 and has held it in 12 quarters since. The position peaked at $501K in Q2 2023. 2,761 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Keystone Wealth Services held 1,580 shares of Merck worth $236K as of Q3 2026.
  • Merck was a new Keystone Wealth Services position in Q3 2026.
  • Merck made up 0.04% of Keystone Wealth Services's portfolio in Q3 2026, its #298 holding.
  • Keystone Wealth Services first reported a position in Merck in Q4 2021 and has held it in 12 quarters since.
  • Keystone Wealth Services's Merck position peaked at $501K in Q2 2023.
  • 2,761 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.