KRW
MRK icon

Kaufman Rossin Wealth’s Merck MRK Stock Holding History

Kaufman Rossin Wealth’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 		$957K Buy
7,655
+149
+2% +$17.4K 0.45% 26
2026
Q1 		$903K Sell
7,506
-198
-3% -$22.9K 0.52% 25
2025
Q4 		$811K Hold
7,704
– – 0.42% 32
2025
Q3 		$647K Buy
7,704
+618
+9% +$50.9K 0.35% 38
2025
Q2 		$561K Buy
7,086
+3,410
+93% +$271K 0.36% 40
2025
Q1 		$330K Buy
+3,676
New +$343K 0.24% 77

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Kaufman Rossin Wealth's MRK Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Merck (MRK) stake by 2% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,655 shares worth $957K. The position accounts for 0.45% of the portfolio, ranked #26.

Kaufman Rossin Wealth first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kaufman Rossin Wealth held 7,655 shares of Merck worth $957K as of Q2 2026.
  • Kaufman Rossin Wealth bought 149 Merck shares in Q2 2026, an estimated $17.4K.
  • Merck made up 0.45% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #26 holding.
  • Kaufman Rossin Wealth first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.