MBA Advisors
MRK icon

MBA Advisors’s Merck MRK Stock Holding History

MBA Advisors’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 		$1.55M Sell
10,691
-227
-2% -$31.4K 0.51% 38
2026
Q2 		$1.4M Buy
10,918
+181
+2% +$21.2K 0.47% 47
2026
Q1 		$1.29M Sell
10,737
-221
-2% -$25.5K 0.5% 44
2025
Q4 		$1.15M Buy
10,958
+1,165
+12% +$109K 0.46% 48
2025
Q3 		$822K Buy
9,793
+2,203
+29% +$181K 0.35% 61
2025
Q2 		$601K Buy
7,590
+3,047
+67% +$242K 0.28% 73
2025
Q1 		$408K Buy
4,543
+198
+5% +$18.5K 0.2% 89
2024
Q4 		$432K Sell
4,345
-159
-4% -$16.4K 0.22% 83
2024
Q3 		$511K Sell
4,504
-16
-0.4% -$1.9K 0.25% 77
2024
Q2 		$560K Buy
4,520
+4
+0.1% +$515 0.29% 69
2024
Q1 		$596K Sell
4,516
-334
-7% -$41.2K 0.31% 70
2023
Q4 		$529K Buy
4,850
+25
+0.5% +$2.6K 0.29% 75
2023
Q3 		$497K Buy
4,825
+4
+0.1% +$431 0.3% 71
2023
Q2 		$556K Sell
4,821
-384
-7% -$43.6K 0.33% 67
2023
Q1 		$554K Sell
5,205
-14
-0.3% -$1.51K 0.34% 67
2022
Q4 		$579K Buy
5,219
+5
+0.1% +$511 0.38% 64
2022
Q3 		$449K Buy
5,214
+5
+0.1% +$446 0.32% 70
2022
Q2 		$475K Buy
5,209
+5
+0.1% +$443 0.33% 69
2022
Q1 		$427K Sell
5,204
-1,845
-26% -$145K 0.26% 88
2021
Q4 		$540K Buy
7,049
+1,855
+36% +$148K 0.33% 76
2021
Q3 		$390K Buy
5,194
+5
+0.1% +$380 0.29% 85
2021
Q2 		$404K Sell
5,189
-244
-4% -$18.1K 0.19% 87
2021
Q1 		$400K Buy
+5,433
New +$401K 0.22% 86

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

MBA Advisors's MRK Position: Q3 2026 in Review

MBA Advisors reduced its Merck (MRK) stake by 2.1% in Q3 2026, selling an estimated $31.4K and leaving 10,691 shares worth $1.55M. The position accounts for 0.51% of the portfolio, ranked #38.

MBA Advisors first reported a position in MRK in Q1 2021 and has held it in 23 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • MBA Advisors held 10,691 shares of Merck worth $1.55M as of Q3 2026.
  • MBA Advisors sold 227 Merck shares in Q3 2026, an estimated $31.4K.
  • Merck made up 0.51% of MBA Advisors's portfolio in Q3 2026, its #38 holding.
  • MBA Advisors first reported a position in Merck in Q1 2021 and has held it in 23 quarters since.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.