KWA
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Kellett Wealth Advisors’s Merck MRK Stock Holding History

Kellett Wealth 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 		$373K Buy
2,903
+81
+3% +$9.48K 0.17% 62
2026
Q1 		$339K Buy
2,822
+313
+12% +$36.1K 0.18% 57
2025
Q4 		$264K Sell
2,509
-307
-11% -$28.8K 0.15% 63
2025
Q3 		$236K Sell
2,816
-55
-2% -$4.53K 0.14% 67
2025
Q2 		$227K Buy
2,871
+381
+15% +$30.3K 0.15% 63
2025
Q1 		$224K Hold
2,490
– – 0.15% 64
2024
Q4 		$248K Sell
2,490
-212
-8% -$21.9K 0.17% 56
2024
Q3 		$307K Buy
2,702
+1
+0% +$119 0.22% 55
2024
Q2 		$334K Buy
2,701
+1
+0% +$129 0.27% 43
2024
Q1 		$356K Buy
2,700
+2
+0.1% +$247 0.25% 52
2023
Q4 		$294K Buy
2,698
+1
+0% +$104 0.22% 60
2023
Q3 		$278K Buy
2,697
+1
+0% +$108 0.24% 49
2023
Q2 		$311K Buy
+2,696
New +$306K 0.28% 37

Other funds holding MRK

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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Kellett Wealth Advisors's MRK Position: Q2 2026 in Review

Kellett Wealth Advisors increased its Merck (MRK) stake by 2.9% in Q2 2026, buying an estimated $9.48K and bringing the position to 2,903 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #62.

Kellett Wealth Advisors first reported a position in MRK in Q2 2023 and has held it in 13 quarters since. 1,411 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kellett Wealth Advisors held 2,903 shares of Merck worth $373K as of Q2 2026.
  • Kellett Wealth Advisors bought 81 Merck shares in Q2 2026, an estimated $9.48K.
  • Merck made up 0.17% of Kellett Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Kellett Wealth Advisors first reported a position in Merck in Q2 2023 and has held it in 13 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.