PUREfi Wealth
MRK icon

PUREfi Wealth’s Merck MRK Stock Holding History

PUREfi 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 		$264K Buy
+1,814
New +$251K 0.12% 196
2025
Q3 		– Sell
-3,987
Closed -$316K – 169
2025
Q2 		$316K Sell
3,987
-742
-16% -$59K 0.25% 103
2025
Q1 		$424K Buy
4,729
+1,590
+51% +$148K 0.42% 68
2024
Q4 		$312K Buy
+3,139
New +$324K 0.31% 94

Other funds holding MRK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

PUREfi Wealth's MRK Position: Q3 2026 in Review

PUREfi Wealth opened a new position in Merck (MRK) in Q3 2026: 1,814 shares worth $264K. The stake represents 0.12% of the portfolio and ranks #196 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in MRK as recently as Q2 2025.

PUREfi Wealth first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. The position peaked at $424K in Q1 2025. 2,176 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • PUREfi Wealth held 1,814 shares of Merck worth $264K as of Q3 2026.
  • Merck was a new PUREfi Wealth position in Q3 2026.
  • Merck made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #196 holding.
  • PUREfi Wealth first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • PUREfi Wealth's Merck position peaked at $424K in Q1 2025.
  • 2,176 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.