Maia Wealth’s Merck MRK Stock Holding History

Maia 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	$269K	Buy	1,850 +42	+2%	+$5.8K	0.04%	298
2026 Q2	$232K	Buy	1,808 +83	+5%	+$9.7K	0.03%	328
2026 Q1	$207K	Sell	1,725 -13	-0.7%	-$1.5K	0.04%	334
2025 Q4	$207K	Sell	1,738 -649	-27%	-$60.9K	0.04%	327
2025 Q3	$207K	Buy	+2,387	New	+$197K	0.03%	328
2025 Q2	–	Sell	-2,539	Closed	-$201K	–	332
2025 Q1	$201K	Sell	2,539 -103	-4%	-$9.6K	0.05%	285
2024 Q4	$259K	Sell	2,642 -979	-27%	-$101K	0.06%	255
2024 Q3	$383K	Buy	3,621 +76	+2%	+$9.03K	0.09%	167
2024 Q2	$454K	Buy	+3,545	New	+$457K	0.14%	129
2023 Q4	$308K	Buy	+2,822	New	+$293K	0.12%	143

Other funds holding MRK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Maia Wealth's MRK Position: Q3 2026 in Review

Maia Wealth increased its Merck (MRK) stake by 2.3% in Q3 2026, buying an estimated $5.8K and bringing the position to 1,850 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #298.

Maia Wealth first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $454K in Q2 2024. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Maia Wealth held 1,850 shares of Merck worth $269K as of Q3 2026.
Maia Wealth bought 42 Merck shares in Q3 2026, an estimated $5.8K.
Merck made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #298 holding.
Maia Wealth first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Merck position peaked at $454K in Q2 2024.
2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.