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Kestra Private Wealth Services’s Merck MRK Stock Holding History

Kestra Private Wealth Services’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
Q1 		$31.3M Buy
260,145
+3,743
+1% +$432K 0.39% 43
2025
Q4 		$27M Sell
256,402
-2,595
-1% -$244K 0.33% 56
2025
Q3 		$21.7M Buy
258,997
+26,528
+11% +$2.18M 0.28% 72
2025
Q2 		$18.4M Buy
232,469
+10,221
+5% +$812K 0.26% 77
2025
Q1 		$19.9M Buy
222,248
+10,298
+5% +$961K 0.33% 58
2024
Q4 		$21.1M Sell
211,950
-12,275
-5% -$1.27M 0.36% 54
2024
Q3 		$25.5M Buy
224,225
+936
+0.4% +$111K 0.47% 38
2024
Q2 		$27.6M Buy
223,289
+8,308
+4% +$1.07M 0.55% 31
2024
Q1 		$28.4M Sell
214,981
-540
-0.3% -$66.6K 0.64% 25
2023
Q4 		$23.5M Buy
215,521
+12,477
+6% +$1.3M 0.6% 26
2023
Q3 		$20.9M Buy
203,044
+35,736
+21% +$3.85M 0.66% 18
2023
Q2 		$19.3M Buy
167,308
+23,090
+16% +$2.62M 0.66% 18
2023
Q1 		$15.3M Buy
144,218
+10,979
+8% +$1.19M 0.61% 28
2022
Q4 		$14.8M Buy
133,239
+1,877
+1% +$192K 0.75% 19
2022
Q3 		$11.3M Buy
131,362
+7,915
+6% +$707K 0.65% 22
2022
Q2 		$11.3M Buy
123,447
+16,576
+16% +$1.47M 0.64% 21
2022
Q1 		$8.77M Buy
106,871
+6,660
+7% +$525K 0.43% 48
2021
Q4 		$7.68M Buy
100,211
+2,051
+2% +$163K 0.37% 61
2021
Q3 		$7.37M Buy
98,160
+6,281
+7% +$478K 0.41% 49
2021
Q2 		$7.14M Sell
91,879
-939
-1% -$69.8K 0.43% 42
2021
Q1 		$6.83M Buy
92,818
+4,630
+5% +$342K 0.48% 40
2020
Q4 		$6.78M Sell
88,188
-475
-0.5% -$36.3K 0.5% 38
2020
Q3 		$7.02M Buy
+88,663
New +$6.94M 0.61% 31

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Private Wealth Services's MRK Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Merck (MRK) stake by 1.5% in Q1 2026, buying an estimated $432K and bringing the position to 260,145 shares worth $31.3M. The position accounts for 0.39% of the portfolio, ranked #43.

Kestra Private Wealth Services first reported a position in MRK in Q3 2020 and has held it in 23 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Kestra Private Wealth Services held 260,145 shares of Merck worth $31.3M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,743 Merck shares in Q1 2026, an estimated $432K.
  • Merck made up 0.39% of Kestra Private Wealth Services's portfolio in Q1 2026, its #43 holding.
  • Kestra Private Wealth Services first reported a position in Merck in Q3 2020 and has held it in 23 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.