Processus Wealth & Capital Management
MRK icon

Processus Wealth & Capital Management’s Merck MRK Stock Holding History

Processus Wealth & Capital Management’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 		$2.36M Sell
16,214
-193
-1% -$26.7K 1.37% 25
2026
Q2 		$2.11M Buy
16,407
+534
+3% +$62.5K 1.25% 26
2026
Q1 		$1.91M Buy
15,873
+68
+0.4% +$7.85K 1.3% 27
2025
Q4 		$1.66M Buy
15,805
+1,988
+14% +$187K 1.1% 29
2025
Q3 		$1.16M Sell
13,817
-22
-0.2% -$1.81K 0.83% 30
2025
Q2 		$1.1M Sell
13,839
-1,483
-10% -$118K 0.87% 31
2025
Q1 		$1.38M Buy
15,322
+314
+2% +$29.3K 1.17% 30
2024
Q4 		$1.49M Buy
15,008
+725
+5% +$74.7K 1.19% 29
2024
Q3 		$1.62M Buy
14,283
+827
+6% +$98.3K 1.34% 28
2024
Q2 		$1.67M Buy
13,456
+333
+3% +$42.9K 1.38% 26
2024
Q1 		$1.73M Buy
13,123
+1,471
+13% +$181K 1.53% 26
2023
Q4 		$1.27M Buy
+11,652
New +$1.21M 1.27% 30

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Processus Wealth & Capital Management's MRK Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its Merck (MRK) stake by 1.2% in Q3 2026, selling an estimated $26.7K and leaving 16,214 shares worth $2.36M. The position accounts for 1.37% of the portfolio, ranked #25.

Processus Wealth & Capital Management first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Processus Wealth & Capital Management held 16,214 shares of Merck worth $2.36M as of Q3 2026.
  • Processus Wealth & Capital Management sold 193 Merck shares in Q3 2026, an estimated $26.7K.
  • Merck made up 1.37% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #25 holding.
  • Processus Wealth & Capital Management first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.