Kestra Investment Management’s Merck MRK Stock Holding History

Kestra Investment Management’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	$2.12M	Sell	16,464 -2,130	-11%	-$249K	0.04%	135
2026 Q1	$2.24M	Sell	18,594 -1,272	-6%	-$147K	0.04%	128
2025 Q4	$2.09M	Buy	19,866 +377	+2%	+$35.4K	0.05%	134
2025 Q3	$1.64M	Sell	19,489 -41,301	-68%	-$3.4M	0.04%	143
2025 Q2	$5.25M	Buy	60,790 +19,683	+48%	+$1.56M	0.08%	85
2025 Q1	$3.69M	Buy	41,107 +19,752	+92%	+$1.84M	0.12%	68
2024 Q4	$2.12M	Sell	21,355 -2,063	-9%	-$213K	0.08%	79
2024 Q3	$2.66M	Buy	+23,418	New	+$2.78M	0.11%	68

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Kestra Investment Management's MRK Position: Q2 2026 in Review

Kestra Investment Management reduced its Merck (MRK) stake by 11% in Q2 2026, selling an estimated $249K and leaving 16,464 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #135.

Kestra Investment Management first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.25M in Q2 2025. 2,276 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Kestra Investment Management held 16,464 shares of Merck worth $2.12M as of Q2 2026.
Kestra Investment Management sold 2,130 Merck shares in Q2 2026, an estimated $249K.
Merck made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #135 holding.
Kestra Investment Management first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Merck position peaked at $5.25M in Q2 2025.
2,276 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.