Olistico Wealth
MRK icon

Olistico Wealth’s Merck MRK Stock Holding History

Olistico 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 		$505K Buy
3,477
+4
+0.1% +$553 0.21% 65
2026
Q2 		$446K Sell
3,473
-138
-4% -$16.2K 0.19% 73
2026
Q1 		$434K Buy
3,611
+4
+0.1% +$462 0.21% 70
2025
Q4 		$380K Sell
3,607
-138
-4% -$13K 0.19% 69
2025
Q3 		$314K Sell
3,745
-539
-13% -$44.4K 0.17% 79
2025
Q2 		$339K Sell
4,284
-1,779
-29% -$141K 0.19% 74
2025
Q1 		$544K Sell
6,063
-141
-2% -$13.2K 0.34% 56
2024
Q4 		$617K Sell
6,204
-295
-5% -$30.4K 0.36% 51
2024
Q3 		$738K Buy
6,499
+38
+0.6% +$4.52K 0.45% 44
2024
Q2 		$800K Buy
6,461
+397
+7% +$51.1K 0.51% 41
2024
Q1 		$800K Buy
6,064
+303
+5% +$37.3K 0.58% 38
2023
Q4 		$628K Sell
5,761
-1,063
-16% -$110K 0.49% 45
2023
Q3 		$702K Sell
6,824
-40
-0.6% -$4.31K 0.63% 42
2023
Q2 		$792K Buy
6,864
+930
+16% +$106K 0.68% 40
2023
Q1 		$631K Buy
5,934
+631
+12% +$68.1K 0.61% 44
2022
Q4 		$588K Buy
+5,303
New +$542K 0.64% 47

Other funds holding MRK

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Olistico Wealth's MRK Position: Q3 2026 in Review

Olistico Wealth increased its Merck (MRK) stake by 0.12% in Q3 2026, buying an estimated $553 and bringing the position to 3,477 shares worth $505K. The position accounts for 0.21% of the portfolio, ranked #65.

Olistico Wealth first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. The position peaked at $800K in Q1 2024. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Olistico Wealth held 3,477 shares of Merck worth $505K as of Q3 2026.
  • Olistico Wealth bought 4 Merck shares in Q3 2026, an estimated $553.
  • Merck made up 0.21% of Olistico Wealth's portfolio in Q3 2026, its #65 holding.
  • Olistico Wealth first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • Olistico Wealth's Merck position peaked at $800K in Q1 2024.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.