MWM
MRK icon

Mindset Wealth Management’s Merck MRK Stock Holding History

Mindset 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 		$2.91M Buy
20,023
+59
+0.3% +$8.15K 0.52% 19
2026
Q2 		$2.57M Buy
19,964
+867
+5% +$101K 0.49% 18
2026
Q1 		$2.3M Buy
19,097
+1,738
+10% +$201K 0.62% 15
2025
Q4 		$1.83M Sell
17,359
-2,027
-10% -$190K 0.48% 19
2025
Q3 		$1.63M Sell
19,386
-33
-0.2% -$2.72K 0.44% 22
2025
Q2 		$1.54M Buy
19,419
+868
+5% +$69K 0.5% 17
2025
Q1 		$1.67M Buy
18,551
+10,636
+134% +$993K 0.65% 14
2024
Q4 		$787K Sell
7,915
-233
-3% -$24K 0.29% 28
2024
Q3 		$925K Buy
+8,148
New +$968K 0.38% 21

Other funds holding MRK

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Mindset Wealth Management's MRK Position: Q3 2026 in Review

Mindset Wealth Management increased its Merck (MRK) stake by 0.3% in Q3 2026, buying an estimated $8.15K and bringing the position to 20,023 shares worth $2.91M. The position accounts for 0.52% of the portfolio, ranked #19.

Mindset Wealth Management first reported a position in MRK in Q3 2024 and has held it in 9 quarters since. 811 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Mindset Wealth Management held 20,023 shares of Merck worth $2.91M as of Q3 2026.
  • Mindset Wealth Management bought 59 Merck shares in Q3 2026, an estimated $8.15K.
  • Merck made up 0.52% of Mindset Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Mindset Wealth Management first reported a position in Merck in Q3 2024 and has held it in 9 quarters since.
  • 811 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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