Values Added Financial
MRK icon

Values Added Financial’s Merck MRK Stock Holding History

Values Added Financial’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 		$570K Sell
3,924
-1
-0% -$138 0.2% 74
2026
Q2 		$504K Buy
3,925
+323
+9% +$37.8K 0.18% 81
2026
Q1 		$433K Buy
3,602
+146
+4% +$16.9K 0.18% 79
2025
Q4 		$364K Buy
3,456
+79
+2% +$7.42K 0.15% 88
2025
Q3 		$283K Buy
3,377
+243
+8% +$20K 0.13% 103
2025
Q2 		$248K Buy
+3,134
New +$249K 0.12% 109

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Values Added Financial's MRK Position: Q3 2026 in Review

Values Added Financial reduced its Merck (MRK) stake by 0.03% in Q3 2026, selling an estimated $138 and leaving 3,924 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #74.

Values Added Financial first reported a position in MRK in Q2 2025 and has held it in 6 quarters since. 1,788 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Values Added Financial held 3,924 shares of Merck worth $570K as of Q3 2026.
  • Values Added Financial sold 1 Merck share in Q3 2026, an estimated $138.
  • Merck made up 0.2% of Values Added Financial's portfolio in Q3 2026, its #74 holding.
  • Values Added Financial first reported a position in Merck in Q2 2025 and has held it in 6 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.