Moran Wealth Management
MRK icon

Moran Wealth Management’s Merck MRK Stock Holding History

Moran 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 		$23.9M Sell
164,173
-48,045
-23% -$6.64M 0.66% 31
2026
Q2 		$27.3M Sell
212,218
-8,074
-4% -$945K 0.74% 26
2026
Q1 		$26.5M Sell
220,292
-16,677
-7% -$1.93M 0.81% 17
2025
Q4 		$24.9M Buy
236,969
+22,157
+10% +$2.08M 0.76% 26
2025
Q3 		$18M Buy
+214,812
New +$17.7M 0.54% 51
2025
Q2 		– Sell
-118,147
Closed -$10.6M – 498
2025
Q1 		$10.6M Sell
118,147
-144,224
-55% -$13.5M 0.36% 87
2024
Q4 		$26.1M Buy
262,371
+2,123
+0.8% +$219K 0.83% 23
2024
Q3 		$29.6M Sell
260,248
-93,556
-26% -$11.1M 0.91% 21
2024
Q2 		$43.8M Sell
353,804
-872
-0.2% -$112K 1.44% 10
2024
Q1 		$46.8M Sell
354,676
-53,248
-13% -$6.56M 1.52% 6
2023
Q4 		$44.5M Buy
407,924
+12,509
+3% +$1.3M 1.58% 5
2023
Q3 		$40.7M Buy
395,415
+99,080
+33% +$10.7M 1.58% 4
2023
Q2 		$34.2M Buy
296,335
+19,535
+7% +$2.22M 1.28% 10
2023
Q1 		$29.4M Sell
276,800
-7,872
-3% -$850K 1.11% 13
2022
Q4 		$31.6M Buy
+284,672
New +$29.1M 1.2% 13

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Moran Wealth Management reduced its Merck (MRK) stake by 23% in Q3 2026, selling an estimated $6.64M and leaving 164,173 shares worth $23.9M. The position accounts for 0.66% of the portfolio, ranked #31.

Moran Wealth Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.8M in Q1 2024. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Moran Wealth Management held 164,173 shares of Merck worth $23.9M as of Q3 2026.
  • Moran Wealth Management sold 48,045 Merck shares in Q3 2026, an estimated $6.64M.
  • Merck made up 0.66% of Moran Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Moran Wealth Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Merck position peaked at $46.8M in Q1 2024.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.