KFS
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Kaizen Financial Strategies’s Merck MRK Stock Holding History

Kaizen Financial Strategies’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 		$252K Buy
2,010
+216
+12% +$25.3K 0.08% 150
2026
Q1 		$207K Buy
+1,794
New +$207K 0.09% 161

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kaizen Financial Strategies's MRK Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $25.3K and bringing the position to 2,010 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #150.

Kaizen Financial Strategies first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kaizen Financial Strategies held 2,010 shares of Merck worth $252K as of Q2 2026.
  • Kaizen Financial Strategies bought 216 Merck shares in Q2 2026, an estimated $25.3K.
  • Merck made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #150 holding.
  • Kaizen Financial Strategies first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.