Next Level Wealth Planning’s Merck MRK Stock Holding History

Next Level Wealth Planning’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	$108K	Buy	+745	New	+$103K	0.04%	107

Other funds holding MRK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Next Level Wealth Planning's MRK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Merck (MRK) in Q3 2026: 745 shares worth $108K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings.

2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Next Level Wealth Planning held 745 shares of Merck worth $108K as of Q3 2026.
Merck was a new Next Level Wealth Planning position in Q3 2026.
Merck made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #107 holding.
2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.