Strata Wealth Advisors’s Merck MRK Stock Holding History

Strata Wealth Advisors’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	$721K	Buy	4,964 +115	+2%	+$15.9K	0.17%	48
2026 Q2	$623K	Buy	4,849 +178	+4%	+$20.8K	0.15%	51
2026 Q1	$562K	Buy	4,671 +25	+0.5%	+$2.89K	0.15%	48
2025 Q4	$489K	Sell	4,646 -552	-11%	-$51.8K	0.14%	50
2025 Q3	$436K	Buy	5,198 +2,286	+79%	+$188K	0.12%	62
2025 Q2	$231K	Buy	+2,912	New	+$231K	0.06%	75
2025 Q1	–	Sell	-2,501	Closed	-$249K	–	74
2024 Q4	$249K	Buy	+2,501	New	+$258K	0.08%	71
2024 Q3	–	Sell	-3,268	Closed	-$405K	–	78
2024 Q2	$405K	Buy	+3,268	New	+$421K	0.14%	51

Other funds holding MRK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Strata Wealth Advisors's MRK Position: Q3 2026 in Review

Strata Wealth Advisors increased its Merck (MRK) stake by 2.4% in Q3 2026, buying an estimated $15.9K and bringing the position to 4,964 shares worth $721K. The position accounts for 0.17% of the portfolio, ranked #48.

Strata Wealth Advisors first reported a position in MRK in Q2 2024 and has held it in 8 quarters since. 3,152 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Strata Wealth Advisors held 4,964 shares of Merck worth $721K as of Q3 2026.
Strata Wealth Advisors bought 115 Merck shares in Q3 2026, an estimated $15.9K.
Merck made up 0.17% of Strata Wealth Advisors's portfolio in Q3 2026, its #48 holding.
Strata Wealth Advisors first reported a position in Merck in Q2 2024 and has held it in 8 quarters since.
3,152 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.