McCarter Private Wealth Services’s Merck MRK Stock Holding History

McCarter Private Wealth 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	$1.53M	Buy	10,561 +23	+0.2%	+$3.18K	0.52%	58
2026 Q2	$1.35M	Buy	10,538 +358	+4%	+$41.9K	0.47%	62
2026 Q1	$1.22M	Buy	10,180 +930	+10%	+$107K	0.53%	54
2025 Q4	$974K	Buy	9,250 +2,453	+36%	+$230K	0.44%	55
2025 Q3	$570K	Buy	6,797 +1,510	+29%	+$124K	0.29%	69
2025 Q2	$419K	Buy	5,287 +20	+0.4%	+$1.59K	0.24%	78
2025 Q1	$473K	Buy	5,267 +105	+2%	+$9.8K	0.31%	62
2024 Q4	$514K	Sell	5,162 -305	-6%	-$31.4K	0.33%	56
2024 Q3	$621K	Buy	+5,467	New	+$650K	0.39%	52

Other funds holding MRK

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

McCarter Private Wealth Services's MRK Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Merck (MRK) stake by 0.22% in Q3 2026, buying an estimated $3.18K and bringing the position to 10,561 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #58.

McCarter Private Wealth Services first reported a position in MRK in Q3 2024 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

McCarter Private Wealth Services held 10,561 shares of Merck worth $1.53M as of Q3 2026.
McCarter Private Wealth Services bought 23 Merck shares in Q3 2026, an estimated $3.18K.
Merck made up 0.52% of McCarter Private Wealth Services's portfolio in Q3 2026, its #58 holding.
McCarter Private Wealth Services first reported a position in Merck in Q3 2024 and has held it in 9 quarters since.
1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.