Team Financial Group’s Merck MRK Stock Holding History

Team Financial Group’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	$83.8K	Buy	+577	New	+$79.7K	0.03%	97
2026 Q2	–	Sell	-569	Closed	-$68.4K	–	179
2026 Q1	$68.4K	Buy	569 +5	+0.9%	+$577	0.03%	97
2025 Q4	$59.4K	Buy	564 +5	+0.9%	+$469	0.03%	94
2025 Q3	$46.9K	Buy	559 +5	+0.9%	+$412	0.02%	101
2025 Q2	$43.8K	Buy	+554	New	+$44K	0.02%	97
2024 Q1	–	Sell	-530	Closed	-$57.8K	–	145
2023 Q4	$57.8K	Buy	530 +4	+0.8%	+$415	0.04%	62
2023 Q3	$54.6K	Buy	+526	New	+$56.7K	0.05%	60

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

Team Financial Group's MRK Position: Q3 2026 in Review

Team Financial Group opened a new position in Merck (MRK) in Q3 2026: 577 shares worth $83.8K. The stake represents 0.03% of the portfolio and ranks #97 among its holdings. This is a return to the name: Team Financial Group previously reported a position in MRK as recently as Q1 2026.

Team Financial Group first reported a position in MRK in Q3 2023 and has held it in 7 quarters since. 3,152 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Team Financial Group held 577 shares of Merck worth $83.8K as of Q3 2026.
Merck was a new Team Financial Group position in Q3 2026.
Merck made up 0.03% of Team Financial Group's portfolio in Q3 2026, its #97 holding.
Team Financial Group first reported a position in Merck in Q3 2023 and has held it in 7 quarters since.
3,152 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.