Whelan Financial
MRK icon

Whelan Financial’s Merck MRK Stock Holding History

Whelan 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 		$499K Buy
3,437
+359
+12% +$49.6K 0.13% 58
2026
Q2 		$396K Buy
3,078
+216
+8% +$25.3K 0.11% 67
2026
Q1 		$344K Buy
2,862
+84
+3% +$9.7K 0.11% 64
2025
Q4 		$292K Sell
2,778
-283
-9% -$26.6K 0.09% 68
2025
Q3 		$257K Buy
+3,061
New +$252K 0.08% 77

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Whelan Financial's MRK Position: Q3 2026 in Review

Whelan Financial increased its Merck (MRK) stake by 12% in Q3 2026, buying an estimated $49.6K and bringing the position to 3,437 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #58.

Whelan Financial first reported a position in MRK in Q3 2025 and has held it in 5 quarters since. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Whelan Financial held 3,437 shares of Merck worth $499K as of Q3 2026.
  • Whelan Financial bought 359 Merck shares in Q3 2026, an estimated $49.6K.
  • Merck made up 0.13% of Whelan Financial's portfolio in Q3 2026, its #58 holding.
  • Whelan Financial first reported a position in Merck in Q3 2025 and has held it in 5 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

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