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James T. Borello RIA’s Merck MRK Stock Holding History

James T. Borello RIA’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 		$105K Buy
722
+37
+5% +$5.11K 0.02% 165
2026
Q2 		$88K Sell
685
-29
-4% -$3.39K 0.02% 179
2026
Q1 		$85.9K Buy
714
+263
+58% +$30.4K 0.02% 168
2025
Q4 		$47.5K Buy
451
+349
+342% +$32.8K 0.01% 181
2025
Q3 		$8.56K Buy
+102
New +$8.4K ﹤0.01% 333

Other funds holding MRK

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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
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
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

James T. Borello RIA's MRK Position: Q3 2026 in Review

James T. Borello RIA increased its Merck (MRK) stake by 5.4% in Q3 2026, buying an estimated $5.11K and bringing the position to 722 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #165.

James T. Borello RIA first reported a position in MRK in Q3 2025 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • James T. Borello RIA held 722 shares of Merck worth $105K as of Q3 2026.
  • James T. Borello RIA bought 37 Merck shares in Q3 2026, an estimated $5.11K.
  • Merck made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #165 holding.
  • James T. Borello RIA first reported a position in Merck in Q3 2025 and has held it in 5 quarters since.
  • 682 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.