Wealth Advisory Solutions
MRK icon

Wealth Advisory Solutions’s Merck MRK Stock Holding History

Wealth Advisory Solutions’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 		$542K Sell
3,731
-151
-4% -$20.9K 0.11% 94
2026
Q2 		$499K Sell
3,882
-313
-7% -$36.6K 0.1% 95
2026
Q1 		$505K Sell
4,195
-169
-4% -$19.5K 0.11% 93
2025
Q4 		$459K Buy
+4,364
New +$410K 0.11% 92
2024
Q4 		– Sell
-3,040
Closed -$345K – 132
2024
Q3 		$345K Sell
3,040
-6
-0.2% -$713 0.1% 96
2024
Q2 		$377K Sell
3,046
-447
-13% -$57.6K 0.1% 92
2024
Q1 		$461K Buy
+3,493
New +$431K 0.12% 87
2023
Q4 		– Sell
-3,636
Closed -$374K – 100
2023
Q3 		$374K Buy
+3,636
New +$392K 0.07% 102
2023
Q2 		– Sell
-8,297
Closed -$883K – 118
2023
Q1 		$883K Sell
8,297
-20,788
-71% -$2.24M 0.23% 72
2022
Q4 		$3.23M Sell
29,085
-1,610
-5% -$165K 0.87% 35
2022
Q3 		$2.64M Sell
30,695
-2,193
-7% -$196K 0.73% 42
2022
Q2 		$3M Sell
32,888
-774
-2% -$68.6K 0.74% 50
2022
Q1 		$2.76M Buy
+33,662
New +$2.65M 0.57% 50
2021
Q3 		$1.97M Buy
26,273
+18,357
+232% +$1.4M 0.44% 60
2021
Q2 		$616K Buy
7,916
+2,168
+38% +$161K 0.15% 97
2021
Q1 		$423K Sell
5,748
-1,804
-24% -$133K 0.09% 117
2020
Q4 		$593K Sell
7,552
-2,557
-25% -$196K 0.16% 86
2020
Q3 		$800K Buy
10,109
+2,557
+34% +$200K 0.21% 86
2020
Q2 		$557K Sell
7,552
-644
-8% -$48.5K 0.16% 101
2020
Q1 		$602K Buy
8,196
+209
+3% +$16.4K 0.2% 94
2019
Q4 		$693K Buy
+7,987
New +$656K 0.18% 101

Other funds holding MRK

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Advisory Solutions's MRK Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Merck (MRK) stake by 3.9% in Q3 2026, selling an estimated $20.9K and leaving 3,731 shares worth $542K. The position accounts for 0.11% of the portfolio, ranked #94.

Wealth Advisory Solutions first reported a position in MRK in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.23M in Q4 2022. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Wealth Advisory Solutions held 3,731 shares of Merck worth $542K as of Q3 2026.
  • Wealth Advisory Solutions sold 151 Merck shares in Q3 2026, an estimated $20.9K.
  • Merck made up 0.11% of Wealth Advisory Solutions's portfolio in Q3 2026, its #94 holding.
  • Wealth Advisory Solutions first reported a position in Merck in Q4 2019 and has held it in 21 quarters since.
  • Wealth Advisory Solutions's Merck position peaked at $3.23M in Q4 2022.
  • 1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.