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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
Q2 		$33M Sell
256,709
-3,436
-1% -$402K 0.36% 53
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's MRK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $402K and leaving 256,709 shares worth $33M. The position accounts for 0.36% of the portfolio, ranked #53.

Kestra Private Wealth Services first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kestra Private Wealth Services held 256,709 shares of Merck worth $33M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,436 Merck shares in Q2 2026, an estimated $402K.
  • Merck made up 0.36% of Kestra Private Wealth Services's portfolio in Q2 2026, its #53 holding.
  • Kestra Private Wealth Services first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.