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Toth Financial Advisory’s Merck MRK Stock Holding History

Toth Financial Advisory’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 		$296K Buy
2,034
+1,495
+277% +$207K 0.03% 205
2026
Q2 		$69.3K Sell
539
-13
-2% -$1.52K 0.01% 343
2026
Q1 		$66.4K Sell
552
-39
-7% -$4.5K 0.01% 328
2025
Q4 		$62.2K Buy
591
+52
+10% +$4.88K 0.01% 324
2025
Q3 		$45.2K Hold
539
– – ﹤0.01% 366
2025
Q2 		$42.7K Sell
539
-3,215
-86% -$256K 0.01% 329
2025
Q1 		$337K Buy
3,754
+3,150
+522% +$294K 0.04% 181
2024
Q4 		$60.1K Sell
604
-100
-14% -$10.3K 0.01% 279
2024
Q3 		$79.9K Sell
704
-500
-42% -$59.4K 0.01% 249
2024
Q2 		$149K Sell
1,204
-50
-4% -$6.44K 0.02% 216
2024
Q1 		$165K Hold
1,254
– – 0.02% 205
2023
Q4 		$137K Sell
1,254
-28
-2% -$2.91K 0.02% 221
2023
Q3 		$132K Buy
1,282
+173
+16% +$18.6K 0.02% 210
2023
Q2 		$128K Sell
1,109
-25
-2% -$2.84K 0.02% 216
2023
Q1 		$121K Buy
1,134
+87
+8% +$9.39K 0.02% 210
2022
Q4 		$116K Sell
1,047
-75
-7% -$7.67K 0.02% 218
2022
Q3 		$97K Buy
1,122
+75
+7% +$6.7K 0.02% 215
2022
Q2 		$95K Buy
1,047
+25
+2% +$2.22K 0.02% 220
2022
Q1 		$84K Buy
1,022
+600
+142% +$47.3K 0.01% 241
2021
Q4 		$32K Buy
422
+2
+0.5% +$159 ﹤0.01% 339
2021
Q3 		$32K Hold
420
– – ﹤0.01% 348
2021
Q2 		$33K Sell
420
-20
-5% -$1.49K 0.01% 312
2021
Q1 		$32K Hold
440
– – 0.01% 326
2020
Q4 		$34K Hold
440
– – 0.01% 285
2020
Q3 		$35K Hold
440
– – 0.01% 259
2020
Q2 		$32K Buy
+440
New +$33.1K 0.01% 247

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Toth Financial Advisory's MRK Position: Q3 2026 in Review

Toth Financial Advisory increased its Merck (MRK) stake by 277% in Q3 2026, buying an estimated $207K and bringing the position to 2,034 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #205.

Toth Financial Advisory first reported a position in MRK in Q2 2020 and has held it in 26 quarters since. The position peaked at $337K in Q1 2025. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Toth Financial Advisory held 2,034 shares of Merck worth $296K as of Q3 2026.
  • Toth Financial Advisory bought 1,495 Merck shares in Q3 2026, an estimated $207K.
  • Merck made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #205 holding.
  • Toth Financial Advisory first reported a position in Merck in Q2 2020 and has held it in 26 quarters since.
  • Toth Financial Advisory's Merck position peaked at $337K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.