Legacy Financial Strategies’s Merck MRK Stock Holding History

Legacy Financial Strategies’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	+1,621	New	+$224K	0.04%	135

Other funds holding MRK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Legacy Financial Strategies's MRK Position: Q3 2026 in Review

Legacy Financial Strategies opened a new position in Merck (MRK) in Q3 2026: 1,621 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

569 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Legacy Financial Strategies held 1,621 shares of Merck worth $236K as of Q3 2026.
Merck was a new Legacy Financial Strategies position in Q3 2026.
Merck made up 0.04% of Legacy Financial Strategies's portfolio in Q3 2026, its #135 holding.
569 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.