Legacy Advisory Services
MRK icon

Legacy Advisory Services’s Merck MRK Stock Holding History

Legacy Advisory 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 		$596K Buy
4,099
+2
+0% +$276 0.43% 45
2026
Q2 		$526K Sell
4,097
-259
-6% -$30.3K 0.37% 29
2026
Q1 		$524K Buy
+4,356
New +$503K 0.4% 24
2025
Q2 		– Sell
-4,494
Closed -$403K – 49
2025
Q1 		$403K Buy
4,494
+926
+26% +$86.5K 0.34% 37
2024
Q4 		$355K Hold
3,568
– – 0.3% 43
2024
Q3 		$405K Hold
3,568
– – 0.35% 40
2024
Q2 		$442K Hold
3,568
– – 0.4% 35
2024
Q1 		$471K Sell
3,568
-60
-2% -$7.4K 0.45% 32
2023
Q4 		$396K Buy
+3,628
New +$377K 0.42% 32

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

Legacy Advisory Services's MRK Position: Q3 2026 in Review

Legacy Advisory Services increased its Merck (MRK) stake by 0.05% in Q3 2026, buying an estimated $276 and bringing the position to 4,099 shares worth $596K. The position accounts for 0.43% of the portfolio, ranked #45.

Legacy Advisory Services first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Legacy Advisory Services held 4,099 shares of Merck worth $596K as of Q3 2026.
  • Legacy Advisory Services bought 2 Merck shares in Q3 2026, an estimated $276.
  • Merck made up 0.43% of Legacy Advisory Services's portfolio in Q3 2026, its #45 holding.
  • Legacy Advisory Services first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.