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Key Client Fiduciary Advisors’s Merck MRK Stock Holding History

Key Client Fiduciary 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 		$975K Buy
7,589
+186
+3% +$21.8K 0.28% 75
2026
Q1 		$891K Buy
7,403
+530
+8% +$61.2K 0.3% 71
2025
Q4 		$724K Sell
6,873
-306
-4% -$28.7K 0.25% 84
2025
Q3 		$603K Sell
7,179
-22
-0.3% -$1.81K 0.2% 99
2025
Q2 		$570K Sell
7,201
-767
-10% -$61K 0.23% 99
2025
Q1 		$715K Buy
7,968
+26
+0.3% +$2.43K 0.33% 68
2024
Q4 		$790K Sell
7,942
-714
-8% -$73.6K 0.35% 67
2024
Q3 		$983K Sell
8,656
-39
-0.4% -$4.63K 0.44% 55
2024
Q2 		$1.08M Sell
8,695
-3
-0% -$386 0.53% 47
2024
Q1 		$1.15M Buy
8,698
+2,135
+33% +$263K 0.61% 36
2023
Q4 		$716K Buy
6,563
+606
+10% +$62.9K 0.42% 53
2023
Q3 		$613K Buy
5,957
+218
+4% +$23.5K 0.38% 63
2023
Q2 		$662K Sell
5,739
-105
-2% -$11.9K 0.39% 56
2023
Q1 		$622K Sell
5,844
-129
-2% -$13.9K 0.39% 59
2022
Q4 		$663K Buy
5,973
+2,328
+64% +$238K 0.45% 53
2022
Q3 		$314K Hold
3,645
– – 0.28% 76
2022
Q2 		$332K Sell
3,645
-12
-0.3% -$1.06K 0.32% 72
2022
Q1 		$300K Buy
3,657
+7
+0.2% +$552 0.24% 98
2021
Q4 		$280K Buy
+3,650
New +$291K 0.23% 100

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Key Client Fiduciary Advisors's MRK Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $21.8K and bringing the position to 7,589 shares worth $975K. The position accounts for 0.28% of the portfolio, ranked #75.

Key Client Fiduciary Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Key Client Fiduciary Advisors held 7,589 shares of Merck worth $975K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 186 Merck shares in Q2 2026, an estimated $21.8K.
  • Merck made up 0.28% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #75 holding.
  • Key Client Fiduciary Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Merck position peaked at $1.15M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.