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Traphagen Investment Advisors’s Merck MRK Stock Holding History

Traphagen Investment 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 		$917K Buy
6,311
+31
+0.5% +$4.28K 0.06% 93
2026
Q2 		$807K Sell
6,280
-335
-5% -$39.2K 0.06% 99
2026
Q1 		$796K Sell
6,615
-541
-8% -$62.5K 0.06% 90
2025
Q4 		$753K Sell
7,156
-814
-10% -$76.4K 0.06% 93
2025
Q3 		$669K Sell
7,970
-663
-8% -$54.6K 0.06% 99
2025
Q2 		$683K Buy
8,633
+530
+7% +$42.1K 0.06% 93
2025
Q1 		$727K Sell
8,103
-391
-5% -$36.5K 0.08% 87
2024
Q4 		$845K Sell
8,494
-568
-6% -$58.6K 0.09% 81
2024
Q3 		$1.03M Buy
9,062
+383
+4% +$45.5K 0.1% 68
2024
Q2 		$1.07M Buy
8,679
+259
+3% +$33.4K 0.12% 64
2024
Q1 		$1.11M Buy
8,420
+66
+0.8% +$8.13K 0.12% 63
2023
Q4 		$911K Buy
8,354
+723
+9% +$75K 0.11% 62
2023
Q3 		$786K Buy
7,631
+10
+0.1% +$1.08K 0.1% 64
2023
Q2 		$879K Buy
7,621
+105
+1% +$11.9K 0.11% 59
2023
Q1 		$800K Buy
7,516
+284
+4% +$30.7K 0.12% 63
2022
Q4 		$802K Sell
7,232
-178
-2% -$18.2K 0.13% 59
2022
Q3 		$638K Sell
7,410
-53
-0.7% -$4.73K 0.12% 56
2022
Q2 		$680K Buy
7,463
+112
+2% +$9.93K 0.12% 59
2022
Q1 		$603K Buy
7,351
+666
+10% +$52.5K 0.1% 63
2021
Q4 		$512K Buy
6,685
+132
+2% +$10.5K 0.08% 78
2021
Q3 		$492K Buy
6,553
+11
+0.2% +$837 0.09% 69
2021
Q2 		$509K Sell
6,542
-403
-6% -$30K 0.09% 76
2021
Q1 		$511K Buy
6,945
+219
+3% +$16.2K 0.09% 72
2020
Q4 		$525K Sell
6,726
-43
-0.6% -$3.29K 0.09% 73
2020
Q3 		$536K Buy
6,769
+47
+0.7% +$3.68K 0.11% 65
2020
Q2 		$496K Buy
6,722
+471
+8% +$35.5K 0.11% 71
2020
Q1 		$459K Buy
6,251
+945
+18% +$74.3K 0.12% 67
2019
Q4 		$461K Buy
5,306
+2,548
+92% +$209K 0.11% 74
2019
Q3 		$222K Buy
2,758
+4
+0.1% +$321 0.06% 102
2019
Q2 		$220K Buy
2,754
+78
+3% +$5.97K 0.06% 102
2019
Q1 		$212K Buy
+2,676
New +$200K 0.06% 97

Other funds holding MRK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Traphagen Investment Advisors's MRK Position: Q3 2026 in Review

Traphagen Investment Advisors increased its Merck (MRK) stake by 0.49% in Q3 2026, buying an estimated $4.28K and bringing the position to 6,311 shares worth $917K. The position accounts for 0.06% of the portfolio, ranked #93.

Traphagen Investment Advisors first reported a position in MRK in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.11M in Q1 2024. 464 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Traphagen Investment Advisors held 6,311 shares of Merck worth $917K as of Q3 2026.
  • Traphagen Investment Advisors bought 31 Merck shares in Q3 2026, an estimated $4.28K.
  • Merck made up 0.06% of Traphagen Investment Advisors's portfolio in Q3 2026, its #93 holding.
  • Traphagen Investment Advisors first reported a position in Merck in Q1 2019 and has held it in 31 quarters since.
  • Traphagen Investment Advisors's Merck position peaked at $1.11M in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.