Precedent Wealth Partners’s Merck MRK Stock Holding History

Precedent Wealth Partners’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	$3.71M	Buy	25,529 +2,207	+9%	+$305K	0.57%	53
2026 Q2	$3M	Buy	23,322 +572	+3%	+$67K	0.5%	58
2026 Q1	$2.74M	Buy	22,750 +775	+4%	+$89.5K	0.55%	57
2025 Q4	$2.31M	Buy	21,975 +1,947	+10%	+$183K	0.49%	67
2025 Q3	$1.68M	Buy	20,028 +1,889	+10%	+$156K	0.37%	79
2025 Q2	$1.44M	Buy	18,139 +3,259	+22%	+$259K	0.35%	81
2025 Q1	$1.34M	Buy	14,880 +3,221	+28%	+$301K	0.37%	80
2024 Q4	$1.16M	Buy	11,659 +399	+4%	+$41.1K	0.38%	78
2024 Q3	$1.28M	Buy	11,260 +2,234	+25%	+$265K	0.42%	65
2024 Q2	$1.12M	Buy	9,026 +693	+8%	+$89.3K	0.45%	61
2024 Q1	$1.1M	Buy	8,333 +682	+9%	+$84.1K	0.47%	51
2023 Q4	$834K	Buy	+7,651	New	+$794K	0.42%	62

Other funds holding MRK

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Precedent Wealth Partners's MRK Position: Q3 2026 in Review

Precedent Wealth Partners increased its Merck (MRK) stake by 9.5% in Q3 2026, buying an estimated $305K and bringing the position to 25,529 shares worth $3.71M. The position accounts for 0.57% of the portfolio, ranked #53.

Precedent Wealth Partners first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Precedent Wealth Partners held 25,529 shares of Merck worth $3.71M as of Q3 2026.
Precedent Wealth Partners bought 2,207 Merck shares in Q3 2026, an estimated $305K.
Merck made up 0.57% of Precedent Wealth Partners's portfolio in Q3 2026, its #53 holding.
Precedent Wealth Partners first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.