NWF Advisory Services’s Merck MRK Stock Holding History

NWF Advisory Services’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	$2.23M	Buy	15,355 +570	+4%	+$78.8K	0.21%	89
2026 Q2	$1.9M	Buy	14,785 +217	+1%	+$25.4K	0.18%	95
2026 Q1	$1.75M	Sell	14,568 -1,797	-11%	-$207K	0.2%	94
2025 Q4	$1.72M	Buy	16,365 +1,247	+8%	+$117K	0.19%	90
2025 Q3	$1.27M	Sell	15,118 -1,732	-10%	-$143K	0.14%	116
2025 Q2	$1.33M	Buy	16,850 +8,777	+109%	+$698K	0.16%	107
2025 Q1	$725K	Sell	8,073 -501	-6%	-$46.8K	0.1%	135
2024 Q4	$860K	Sell	8,574 -5,282	-38%	-$545K	0.13%	96
2024 Q3	$1.57M	Buy	13,856 +1,780	+15%	+$211K	0.23%	81
2024 Q2	$1.5M	Sell	12,076 -71	-0.6%	-$9.15K	0.24%	73
2024 Q1	$1.6M	Buy	12,147 +284	+2%	+$35K	0.27%	70
2023 Q4	$1.29M	Buy	11,863 +1,536	+15%	+$159K	0.26%	77
2023 Q3	$1.06M	Buy	10,327 +83	+0.8%	+$8.95K	0.25%	79
2023 Q2	$1.18M	Hold	10,244	–	–	0.27%	73
2023 Q1	$1.18M	Buy	+10,244	New	+$1.11M	0.27%	73

Other funds holding MRK

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NWF Advisory Services's MRK Position: Q3 2026 in Review

NWF Advisory Services increased its Merck (MRK) stake by 3.9% in Q3 2026, buying an estimated $78.8K and bringing the position to 15,355 shares worth $2.23M. The position accounts for 0.21% of the portfolio, ranked #89.

NWF Advisory Services first reported a position in MRK in Q1 2023 and has held it in 15 quarters since. 1,060 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

NWF Advisory Services held 15,355 shares of Merck worth $2.23M as of Q3 2026.
NWF Advisory Services bought 570 Merck shares in Q3 2026, an estimated $78.8K.
Merck made up 0.21% of NWF Advisory Services's portfolio in Q3 2026, its #89 holding.
NWF Advisory Services first reported a position in Merck in Q1 2023 and has held it in 15 quarters since.
1,060 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.