Marks Group Wealth Management
MRK icon

Marks Group Wealth Management’s Merck MRK Stock Holding History

Marks Group Wealth Management’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 		$370K Hold
2,546
– – 0.03% 299
2026
Q2 		$327K Hold
2,546
– – 0.03% 308
2026
Q1 		$306K Hold
2,546
– – 0.03% 291
2025
Q4 		$268K Sell
2,546
-167
-6% -$15.7K 0.03% 300
2025
Q3 		$228K Hold
2,713
– – 0.02% 279
2025
Q2 		$215K Sell
2,713
-606
-18% -$48.2K 0.02% 284
2025
Q1 		$298K Sell
3,319
-6
-0.2% -$560 0.03% 275
2024
Q4 		$331K Hold
3,325
– – 0.03% 250
2024
Q3 		$378K Sell
3,325
-85
-2% -$10.1K 0.04% 240
2024
Q2 		$422K Sell
3,410
-114
-3% -$14.7K 0.04% 234
2024
Q1 		$465K Hold
3,524
– – 0.05% 225
2023
Q4 		$384K Buy
3,524
+52
+1% +$5.4K 0.04% 235
2023
Q3 		$357K Buy
3,472
+425
+14% +$45.8K 0.04% 229
2023
Q2 		$352K Sell
3,047
-55
-2% -$6.24K 0.04% 234
2023
Q1 		$330K Hold
3,102
– – 0.04% 241
2022
Q4 		$344K Hold
3,102
– – 0.05% 234
2022
Q3 		$267K Buy
3,102
+34
+1% +$3.04K 0.04% 245
2022
Q2 		$280K Buy
3,068
+138
+5% +$12.2K 0.04% 252
2022
Q1 		$241K Buy
+2,930
New +$231K 0.03% 278

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Marks Group Wealth Management's MRK Position: Q3 2026 in Review

Marks Group Wealth Management held its Merck (MRK) position steady in Q3 2026 at 2,546 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #299.

Marks Group Wealth Management first reported a position in MRK in Q1 2022 and has held it in 19 quarters since. The position peaked at $465K in Q1 2024. 2,448 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Marks Group Wealth Management held 2,546 shares of Merck worth $370K as of Q3 2026.
  • Marks Group Wealth Management left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.03% of Marks Group Wealth Management's portfolio in Q3 2026, its #299 holding.
  • Marks Group Wealth Management first reported a position in Merck in Q1 2022 and has held it in 19 quarters since.
  • Marks Group Wealth Management's Merck position peaked at $465K in Q1 2024.
  • 2,448 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.