Valued Wealth Advisors
MRK icon

Valued Wealth Advisors’s Merck MRK Stock Holding History

Valued Wealth 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 		$116K Buy
795
+58
+8% +$8.02K 0.04% 67
2026
Q2 		$95.3K Buy
737
+22
+3% +$2.58K 0.03% 74
2026
Q1 		$86.6K Buy
715
+271
+61% +$31.3K 0.04% 71
2025
Q4 		$47.2K Buy
444
+94
+27% +$8.82K 0.02% 95
2025
Q3 		$29.7K Buy
350
+18
+5% +$1.48K 0.01% 120
2025
Q2 		$26.5K Sell
332
-38
-10% -$3.02K 0.01% 129
2025
Q1 		$33.5K Sell
370
-52
-12% -$4.86K 0.02% 116
2024
Q4 		$42.3K Buy
422
+11
+3% +$1.13K 0.03% 98
2024
Q3 		$47K Sell
411
-25
-6% -$2.97K 0.03% 83
2024
Q2 		$54.2K Buy
436
+210
+93% +$27K 0.04% 68
2024
Q1 		$30K Sell
226
-181
-44% -$22.3K 0.02% 94
2023
Q4 		$42.1K Buy
+407
New +$42.2K 0.04% 56

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

Valued Wealth Advisors's MRK Position: Q3 2026 in Review

Valued Wealth Advisors increased its Merck (MRK) stake by 7.9% in Q3 2026, buying an estimated $8.02K and bringing the position to 795 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #67.

Valued Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Valued Wealth Advisors held 795 shares of Merck worth $116K as of Q3 2026.
  • Valued Wealth Advisors bought 58 Merck shares in Q3 2026, an estimated $8.02K.
  • Merck made up 0.04% of Valued Wealth Advisors's portfolio in Q3 2026, its #67 holding.
  • Valued Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.