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TrueWealth Advisors’s Merck MRK Stock Holding History

TrueWealth 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 		$1.13M Buy
7,747
+638
+9% +$88.2K 0.25% 77
2026
Q2 		$913K Buy
7,109
+525
+8% +$61.4K 0.21% 101
2026
Q1 		$792K Buy
6,584
+4,433
+206% +$512K 0.2% 96
2025
Q4 		$226K Buy
+2,151
New +$202K 0.06% 221
2025
Q1 		– Sell
-2,229
Closed -$222K – 230
2024
Q4 		$222K Buy
2,229
+83
+4% +$8.56K 0.07% 207
2024
Q3 		$244K Sell
2,146
-22
-1% -$2.61K 0.08% 193
2024
Q2 		$268K Sell
2,168
-42
-2% -$5.41K 0.1% 184
2024
Q1 		$292K Buy
2,210
+188
+9% +$23.2K 0.11% 150
2023
Q4 		$220K Buy
2,022
+38
+2% +$3.94K 0.09% 179
2023
Q3 		$204K Buy
1,984
+174
+10% +$18.8K 0.09% 187
2023
Q2 		$209K Sell
1,810
-212
-10% -$24.1K 0.09% 180
2023
Q1 		$215K Buy
2,022
+26
+1% +$2.81K 0.09% 174
2022
Q4 		$221K Buy
+1,996
New +$204K 0.1% 165

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TrueWealth Advisors's MRK Position: Q3 2026 in Review

TrueWealth Advisors increased its Merck (MRK) stake by 9% in Q3 2026, buying an estimated $88.2K and bringing the position to 7,747 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #77.

TrueWealth Advisors first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. 2,589 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • TrueWealth Advisors held 7,747 shares of Merck worth $1.13M as of Q3 2026.
  • TrueWealth Advisors bought 638 Merck shares in Q3 2026, an estimated $88.2K.
  • Merck made up 0.25% of TrueWealth Advisors's portfolio in Q3 2026, its #77 holding.
  • TrueWealth Advisors first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
  • 2,589 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.