KFG
MRK icon

Kelly Financial Group’s Merck MRK Stock Holding History

Kelly Financial Group’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 		$335K Buy
2,609
+4
+0.2% +$468 0.07% 72
2026
Q1 		$313K Buy
2,605
+5
+0.2% +$577 0.08% 70
2025
Q4 		$276K Sell
2,600
-207
-7% -$19.4K 0.07% 72
2025
Q3 		$238K Buy
2,807
+17
+0.6% +$1.4K 0.06% 80
2025
Q2 		$223K Buy
2,790
+20
+0.7% +$1.59K 0.06% 76
2025
Q1 		$249K Buy
2,770
+67
+2% +$6.26K 0.08% 70
2024
Q4 		$271K Buy
+2,703
New +$279K 0.1% 62

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

Kelly Financial Group's MRK Position: Q2 2026 in Review

Kelly Financial Group increased its Merck (MRK) stake by 0.15% in Q2 2026, buying an estimated $468 and bringing the position to 2,609 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #72.

Kelly Financial Group first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kelly Financial Group held 2,609 shares of Merck worth $335K as of Q2 2026.
  • Kelly Financial Group bought 4 Merck shares in Q2 2026, an estimated $468.
  • Merck made up 0.07% of Kelly Financial Group's portfolio in Q2 2026, its #72 holding.
  • Kelly Financial Group first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.