YWM
MRK icon

Yoder Wealth Management’s Merck MRK Stock Holding History

Yoder Wealth Management’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 		$286K Buy
1,969
+8
+0.4% +$1.1K 0.11% 112
2026
Q2 		$252K Sell
1,961
-29
-1% -$3.39K 0.1% 113
2026
Q1 		$239K Buy
1,990
+58
+3% +$6.7K 0.11% 110
2025
Q4 		$203K Buy
+1,932
New +$181K 0.09% 117

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Yoder Wealth Management's MRK Position: Q3 2026 in Review

Yoder Wealth Management increased its Merck (MRK) stake by 0.41% in Q3 2026, buying an estimated $1.1K and bringing the position to 1,969 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #112.

Yoder Wealth Management first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Yoder Wealth Management held 1,969 shares of Merck worth $286K as of Q3 2026.
  • Yoder Wealth Management bought 8 Merck shares in Q3 2026, an estimated $1.1K.
  • Merck made up 0.11% of Yoder Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Yoder Wealth Management first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 879 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.