Thrive Wealth Management
MRK icon

Thrive Wealth Management’s Merck MRK Stock Holding History

Thrive Wealth Management’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 		$3.02M Buy
20,772
+2,718
+15% +$376K 0.37% 31
2026
Q2 		$2.32M Buy
18,054
+445
+3% +$52.1K 0.29% 42
2026
Q1 		$2.12M Sell
17,609
-453
-3% -$52.3K 0.32% 36
2025
Q4 		$1.9M Buy
18,062
+755
+4% +$70.9K 0.28% 44
2025
Q3 		$1.45M Sell
17,307
-2,218
-11% -$183K 0.22% 51
2025
Q2 		$1.55M Buy
19,525
+656
+3% +$52.1K 0.25% 48
2025
Q1 		$1.69M Sell
18,869
-400
-2% -$37.3K 0.32% 37
2024
Q4 		$1.92M Sell
19,269
-954
-5% -$98.4K 0.34% 33
2024
Q3 		$2.3M Sell
20,223
-138
-0.7% -$16.4K 0.42% 29
2024
Q2 		$2.52M Sell
20,361
-109
-0.5% -$14K 0.49% 26
2024
Q1 		$2.7M Buy
20,470
+363
+2% +$44.7K 0.56% 24
2023
Q4 		$2.19M Sell
20,107
-166
-0.8% -$17.2K 0.49% 27
2023
Q3 		$2.09M Sell
20,273
-553
-3% -$59.6K 0.56% 23
2023
Q2 		$2.4M Buy
20,826
+909
+5% +$103K 0.62% 19
2023
Q1 		$2.12M Sell
19,917
-3
-0% -$324 0.54% 22
2022
Q4 		$2.21M Sell
19,920
-809
-4% -$82.7K 0.63% 23
2022
Q3 		$1.78M Buy
20,729
+1,629
+9% +$145K 0.63% 23
2022
Q2 		$1.74M Buy
19,100
+930
+5% +$82.4K 0.61% 24
2022
Q1 		$1.49M Buy
18,170
+288
+2% +$22.7K 0.44% 31
2021
Q4 		$1.37M Buy
+17,882
New +$1.42M 0.47% 29

Other funds holding MRK

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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
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
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Thrive Wealth Management's MRK Position: Q3 2026 in Review

Thrive Wealth Management increased its Merck (MRK) stake by 15% in Q3 2026, buying an estimated $376K and bringing the position to 20,772 shares worth $3.02M. The position accounts for 0.37% of the portfolio, ranked #31.

Thrive Wealth Management first reported a position in MRK in Q4 2021 and has held it in 20 quarters since. 811 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Thrive Wealth Management held 20,772 shares of Merck worth $3.02M as of Q3 2026.
  • Thrive Wealth Management bought 2,718 Merck shares in Q3 2026, an estimated $376K.
  • Merck made up 0.37% of Thrive Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Thrive Wealth Management first reported a position in Merck in Q4 2021 and has held it in 20 quarters since.
  • 811 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.