MWA
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MFA Wealth Advisors’s Merck MRK Stock Holding History

MFA Wealth 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 		– Sell
-1,564
Closed -$201K – 99
2026
Q2 		$201K Buy
+1,564
New +$183K 0.03% 98
2024
Q4 		– Sell
-1,758
Closed -$200K – 267
2024
Q3 		$200K Sell
1,758
-198
-10% -$23.5K 0.04% 94
2024
Q2 		$242K Buy
1,956
+19
+1% +$2.45K 0.05% 89
2024
Q1 		$256K Sell
1,937
-2
-0.1% -$247 0.07% 77
2023
Q4 		$211K Buy
+1,939
New +$201K 0.06% 87
2023
Q3 		– Sell
-1,937
Closed -$224K – 77
2023
Q2 		$224K Buy
+1,937
New +$220K 0.07% 73
2023
Q1 		– Sell
-2,200
Closed -$244K – 75
2022
Q4 		$244K Buy
+2,200
New +$225K 0.09% 55
2022
Q3 		– Sell
-2,200
Closed -$201K – 61
2022
Q2 		$201K Buy
+2,200
New +$195K 0.07% 58

Other funds holding MRK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CNB
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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MFA Wealth Advisors's MRK Position: Q3 2026 in Review

MFA Wealth Advisors sold out of Merck (MRK) in Q3 2026, closing a stake of 1,564 shares — an estimated $201K sold.

MFA Wealth Advisors first reported a position in MRK in Q2 2022 and held it in 8 quarters. The position peaked at $256K in Q1 2024. 357 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • MFA Wealth Advisors reported no remaining Merck position as of Q3 2026 after selling out during the quarter.
  • MFA Wealth Advisors sold 1,564 Merck shares in Q3 2026, an estimated $201K.
  • MFA Wealth Advisors first reported a position in Merck in Q2 2022 and held it in 8 quarters.
  • MFA Wealth Advisors's Merck position peaked at $256K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.