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Kapstone Financial Advisors’s Merck MRK Stock Holding History

Kapstone Financial Advisors’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 		$1.15M Hold
8,968
– – 0.48% 40
2026
Q1 		$1.08M Buy
8,968
+393
+5% +$45.4K 0.53% 37
2025
Q4 		$903K Buy
8,575
+120
+1% +$11.3K 0.45% 36
2025
Q3 		$710K Sell
8,455
-1,047
-11% -$86.2K 0.33% 43
2025
Q2 		$752K Buy
9,502
+459
+5% +$36.5K 0.38% 39
2025
Q1 		$812K Sell
9,043
-420
-4% -$39.2K 0.46% 36
2024
Q4 		$930K Sell
9,463
-433
-4% -$44.6K 0.5% 35
2024
Q3 		$1.13M Hold
9,896
– – 0.68% 29
2024
Q2 		$1.23M Buy
9,896
+257
+3% +$33.1K 0.8% 28
2024
Q1 		$1.27M Sell
9,639
-29
-0.3% -$3.57K 0.87% 25
2023
Q4 		$1.16M Buy
9,668
+341
+4% +$35.4K 0.91% 24
2023
Q3 		$960K Hold
9,327
– – 0.86% 26
2023
Q2 		$982K Buy
9,327
+64
+0.7% +$7.27K 0.81% 26
2023
Q1 		$1.07M Hold
9,263
– – 0.97% 22
2022
Q4 		$958K Buy
+9,263
New +$947K 0.87% 25

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

Kapstone Financial Advisors's MRK Position: Q2 2026 in Review

Kapstone Financial Advisors held its Merck (MRK) position steady in Q2 2026 at 8,968 shares worth $1.15M. The position accounts for 0.48% of the portfolio, ranked #40.

Kapstone Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kapstone Financial Advisors held 8,968 shares of Merck worth $1.15M as of Q2 2026.
  • Kapstone Financial Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.48% of Kapstone Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Kapstone Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Merck position peaked at $1.27M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.