Waterfront Wealth
MRK icon

Waterfront Wealth’s Merck MRK Stock Holding History

Waterfront Wealth’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 		$392K Hold
2,647
– – 0.06% 238
2026
Q2 		$327K Buy
2,647
+607
+30% +$71K 0.05% 248
2026
Q1 		$245K Buy
+2,040
New +$236K 0.05% 260
2025
Q1 		– Sell
-10,608
Closed -$1.06M – 261
2024
Q4 		$1.06M Buy
10,608
+221
+2% +$22.8K 0.26% 124
2024
Q3 		$1.09M Buy
10,387
+324
+3% +$38.5K 0.27% 116
2024
Q2 		$1.25M Buy
10,063
+805
+9% +$104K 0.34% 91
2024
Q1 		$1.21M Buy
9,258
+6,698
+262% +$826K 0.34% 90
2023
Q4 		$279K Hold
2,560
– – 0.08% 205
2023
Q3 		$264K Buy
2,560
+34
+1% +$3.66K 0.09% 201
2023
Q2 		$272K Sell
2,526
-60
-2% -$6.81K 0.08% 208
2023
Q1 		$275K Hold
2,586
– – 0.09% 208
2022
Q4 		$273K Hold
2,586
– – 0.09% 208
2022
Q3 		$261K Buy
2,586
+159
+7% +$14.2K 0.1% 201
2022
Q2 		$221K Hold
2,427
– – 0.09% 209
2022
Q1 		$211K Sell
2,427
-390
-14% -$30.7K 0.07% 232
2021
Q4 		$216K Buy
+2,817
New +$224K 0.09% 207

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

Waterfront Wealth's MRK Position: Q3 2026 in Review

Waterfront Wealth held its Merck (MRK) position steady in Q3 2026 at 2,647 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #238.

Waterfront Wealth first reported a position in MRK in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.25M in Q2 2024. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Waterfront Wealth held 2,647 shares of Merck worth $392K as of Q3 2026.
  • Waterfront Wealth left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.06% of Waterfront Wealth's portfolio in Q3 2026, its #238 holding.
  • Waterfront Wealth first reported a position in Merck in Q4 2021 and has held it in 16 quarters since.
  • Waterfront Wealth's Merck position peaked at $1.25M in Q2 2024.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.