KW
MRK icon

Keyvantage Wealth’s Merck MRK Stock Holding History

Keyvantage Wealth’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 		$624K Sell
4,857
-672
-12% -$78.7K 0.24% 52
2026
Q1 		$665K Buy
5,529
+1,136
+26% +$131K 0.29% 52
2025
Q4 		$462K Sell
4,393
-300
-6% -$28.2K 0.2% 65
2025
Q3 		$394K Buy
4,693
+37
+0.8% +$3.05K 0.17% 68
2025
Q2 		$369K Sell
4,656
-364
-7% -$28.9K 0.17% 69
2025
Q1 		$451K Sell
5,020
-225
-4% -$21K 0.22% 62
2024
Q4 		$522K Buy
+5,245
New +$541K 0.37% 48

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

Keyvantage Wealth's MRK Position: Q2 2026 in Review

Keyvantage Wealth reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $78.7K and leaving 4,857 shares worth $624K. The position accounts for 0.24% of the portfolio, ranked #52.

Keyvantage Wealth first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $665K in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Keyvantage Wealth held 4,857 shares of Merck worth $624K as of Q2 2026.
  • Keyvantage Wealth sold 672 Merck shares in Q2 2026, an estimated $78.7K.
  • Merck made up 0.24% of Keyvantage Wealth's portfolio in Q2 2026, its #52 holding.
  • Keyvantage Wealth first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's Merck position peaked at $665K in Q1 2026.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.