KFS
MRK icon

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
Q3 		$291K Sell
2,000
-10
-0.5% -$1.38K 0.11% 134
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Kaizen Financial Strategies's MRK Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Merck (MRK) stake by 0.5% in Q3 2026, selling an estimated $1.38K and leaving 2,000 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #134.

Kaizen Financial Strategies first reported a position in MRK in Q1 2026 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Kaizen Financial Strategies held 2,000 shares of Merck worth $291K as of Q3 2026.
  • Kaizen Financial Strategies sold 10 Merck shares in Q3 2026, an estimated $1.38K.
  • Merck made up 0.11% of Kaizen Financial Strategies's portfolio in Q3 2026, its #134 holding.
  • Kaizen Financial Strategies first reported a position in Merck in Q1 2026 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.