Moller Wealth Partners
MRK icon

Moller Wealth Partners’s Merck MRK Stock Holding History

Moller Wealth Partners’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
-3,316
Closed -$426K – 76
2026
Q2 		$426K Buy
+3,316
New +$388K 0.08% 53
2019
Q1 		– Sell
-7,714
Closed -$540K – 64
2018
Q4 		$540K Buy
+7,714
New +$545K 0.35% 40
2018
Q1 		– Sell
-4,510
Closed -$242K – 44
2017
Q4 		$242K Buy
+4,510
New +$250K 0.09% 45
2017
Q3 		– Sell
-5,167
Closed -$316K – 45
2017
Q2 		$316K Buy
+5,167
New +$315K 0.13% 36
2015
Q2 		– Sell
-5,341
Closed -$293K – 43
2015
Q1 		$293K Hold
5,341
– – 0.14% 38
2014
Q4 		$289K Buy
5,341
+142
+3% +$7.91K 0.14% 36
2014
Q3 		$294K Buy
5,199
+51
+1% +$2.86K 0.14% 44
2014
Q2 		$284K Hold
5,148
– – 0.13% 44
2014
Q1 		$279K Buy
+5,148
New +$267K 0.14% 42

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Moller Wealth Partners's MRK Position: Q3 2026 in Review

Moller Wealth Partners sold out of Merck (MRK) in Q3 2026, closing a stake of 3,316 shares — an estimated $426K sold.

Moller Wealth Partners first reported a position in MRK in Q1 2014 and held it in 9 quarters. The position peaked at $540K in Q4 2018. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Moller Wealth Partners reported no remaining Merck position as of Q3 2026 after selling out during the quarter.
  • Moller Wealth Partners sold 3,316 Merck shares in Q3 2026, an estimated $426K.
  • Moller Wealth Partners first reported a position in Merck in Q1 2014 and held it in 9 quarters.
  • Moller Wealth Partners's Merck position peaked at $540K in Q4 2018.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.