Prota Financial
MRK icon

Prota Financial’s Merck MRK Stock Holding History

Prota Financial’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 		$875K Sell
6,085
-168
-3% -$23.2K 0.56% 23
2026
Q2 		$784K Buy
6,253
+171
+3% +$20K 0.52% 29
2026
Q1 		$732K Sell
6,082
-452
-7% -$52.2K 0.53% 22
2025
Q4 		$688K Buy
+6,534
New +$613K 0.5% 21

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

Prota Financial's MRK Position: Q3 2026 in Review

Prota Financial reduced its Merck (MRK) stake by 2.7% in Q3 2026, selling an estimated $23.2K and leaving 6,085 shares worth $875K. The position accounts for 0.56% of the portfolio, ranked #23.

Prota Financial first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Prota Financial held 6,085 shares of Merck worth $875K as of Q3 2026.
  • Prota Financial sold 168 Merck shares in Q3 2026, an estimated $23.2K.
  • Merck made up 0.56% of Prota Financial's portfolio in Q3 2026, its #23 holding.
  • Prota Financial first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.