Caliber Wealth Management (Kansas)’s Merck MRK Stock Holding History

Caliber Wealth Management (Kansas)’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 Q2	$628K	Sell	4,890 -12	-0.2%	-$1.41K	0.06%	169
2026 Q1	$590K	Sell	4,902 -1,376	-22%	-$159K	0.06%	163
2025 Q4	$661K	Sell	6,278 -1,379	-18%	-$129K	0.07%	155
2025 Q3	$643K	Sell	7,657 -612	-7%	-$50.4K	0.07%	157
2025 Q2	$655K	Sell	8,269 -22,499	-73%	-$1.79M	0.07%	161
2025 Q1	$2.76M	Buy	+30,768	New	+$2.87M	0.38%	69

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MRK Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Merck (MRK) stake by 0.24% in Q2 2026, selling an estimated $1.41K and leaving 4,890 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #169.

Caliber Wealth Management (Kansas) first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2025. 1,619 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Caliber Wealth Management (Kansas) held 4,890 shares of Merck worth $628K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 12 Merck shares in Q2 2026, an estimated $1.41K.
Merck made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #169 holding.
Caliber Wealth Management (Kansas) first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Merck position peaked at $2.76M in Q1 2025.
1,619 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.