Paladin Advisory Group
MRK icon

Paladin Advisory Group’s Merck MRK Stock Holding History

Paladin Advisory Group’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 		$215K Hold
1,478
– – 0.14% 81
2026
Q2 		$190K Hold
1,478
– – 0.13% 89
2026
Q1 		$178K Hold
1,478
– – 0.14% 90
2025
Q4 		$156K Hold
1,478
– – 0.11% 97
2025
Q3 		$124K Sell
1,478
-390
-21% -$32.1K 0.1% 102
2025
Q2 		$148K Hold
1,868
– – 0.11% 98
2025
Q1 		$168K Hold
1,868
– – 0.13% 89
2024
Q4 		$186K Sell
1,868
-249
-12% -$25.7K 0.14% 84
2024
Q3 		$240K Hold
2,117
– – 0.18% 77
2024
Q2 		$271K Sell
2,117
-79
-4% -$10.2K 0.21% 74
2024
Q1 		$288K Hold
2,196
– – 0.23% 70
2023
Q4 		$239K Sell
2,196
-9,492
-81% -$985K 0.2% 77
2023
Q3 		$1.2M Buy
11,688
+63
+0.5% +$6.79K 1.01% 34
2023
Q2 		$1.34M Buy
11,625
+61
+0.5% +$6.93K 1.08% 31
2023
Q1 		$1.23M Buy
+11,564
New +$1.25M 1.02% 31
2022
Q2 		– Sell
-11,486
Closed -$1.02M – 429
2022
Q1 		$959K Buy
+11,486
New +$906K 0.78% 35

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Paladin Advisory Group's MRK Position: Q3 2026 in Review

Paladin Advisory Group held its Merck (MRK) position steady in Q3 2026 at 1,478 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #81.

Paladin Advisory Group first reported a position in MRK in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.34M in Q2 2023. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Paladin Advisory Group held 1,478 shares of Merck worth $215K as of Q3 2026.
  • Paladin Advisory Group left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.14% of Paladin Advisory Group's portfolio in Q3 2026, its #81 holding.
  • Paladin Advisory Group first reported a position in Merck in Q1 2022 and has held it in 16 quarters since.
  • Paladin Advisory Group's Merck position peaked at $1.34M in Q2 2023.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.