Nova R Wealth
MRK icon

Nova R Wealth’s Merck MRK Stock Holding History

Nova R Wealth’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 		$214K Buy
+1,475
New +$204K 0.06% 85
2024
Q3 		– Sell
-1,828
Closed -$226K – 85
2024
Q2 		$226K Buy
1,828
+5
+0.3% +$644 0.12% 76
2024
Q1 		$241K Buy
+1,823
New +$225K 0.13% 73

Other funds holding MRK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Nova R Wealth's MRK Position: Q3 2026 in Review

Nova R Wealth opened a new position in Merck (MRK) in Q3 2026: 1,475 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings. This is a return to the name: Nova R Wealth previously reported a position in MRK as recently as Q2 2024.

Nova R Wealth first reported a position in MRK in Q1 2024 and has held it in 3 quarters since. The position peaked at $241K in Q1 2024. 2,227 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Nova R Wealth held 1,475 shares of Merck worth $214K as of Q3 2026.
  • Merck was a new Nova R Wealth position in Q3 2026.
  • Merck made up 0.06% of Nova R Wealth's portfolio in Q3 2026, its #85 holding.
  • Nova R Wealth first reported a position in Merck in Q1 2024 and has held it in 3 quarters since.
  • Nova R Wealth's Merck position peaked at $241K in Q1 2024.
  • 2,227 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Nova R Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.