Root Financial Partners
MRK icon

Root Financial Partners’s Merck MRK Stock Holding History

Root Financial 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 		$2.3M Buy
15,805
+3,703
+31% +$512K 0.08% 75
2026
Q2 		$1.56M Buy
12,102
+773
+7% +$90.5K 0.06% 90
2026
Q1 		$1.36M Sell
11,329
-894
-7% -$103K 0.06% 82
2025
Q4 		$1.29M Buy
12,223
+789
+7% +$74.1K 0.07% 78
2025
Q3 		$960K Buy
11,434
+499
+5% +$41.1K 0.06% 87
2025
Q2 		$866K Buy
10,935
+1,117
+11% +$88.8K 0.08% 84
2025
Q1 		$881K Buy
9,818
+540
+6% +$50.4K 0.09% 76
2024
Q4 		$923K Buy
9,278
+1,215
+15% +$125K 0.11% 65
2024
Q3 		$916K Buy
8,063
+733
+10% +$87.1K 0.15% 51
2024
Q2 		$907K Buy
7,330
+5,353
+271% +$690K 0.21% 40
2024
Q1 		$261K Buy
+1,977
New +$244K 0.08% 87

Other funds holding MRK

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's MRK Position: Q3 2026 in Review

Root Financial Partners increased its Merck (MRK) stake by 31% in Q3 2026, buying an estimated $512K and bringing the position to 15,805 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #75.

Root Financial Partners first reported a position in MRK in Q1 2024 and has held it in 11 quarters since. 1,759 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Root Financial Partners held 15,805 shares of Merck worth $2.3M as of Q3 2026.
  • Root Financial Partners bought 3,703 Merck shares in Q3 2026, an estimated $512K.
  • Merck made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #75 holding.
  • Root Financial Partners first reported a position in Merck in Q1 2024 and has held it in 11 quarters since.
  • 1,759 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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