KFA Private Wealth Group
MRK icon

KFA Private Wealth Group’s Merck MRK Stock Holding History

KFA Private Wealth Group’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
Q3 		$378K Sell
2,598
-59
-2% -$8.15K 0.09% 100
2026
Q2 		$342K Sell
2,657
-118
-4% -$13.8K 0.08% 106
2026
Q1 		$334K Sell
2,775
-121
-4% -$14K 0.08% 121
2025
Q4 		$305K Buy
2,896
+11
+0.4% +$1.03K 0.07% 119
2025
Q3 		$242K Buy
2,885
+203
+8% +$16.7K 0.07% 125
2025
Q2 		$212K Buy
+2,682
New +$213K 0.07% 129
2024
Q4 		– Sell
-1,790
Closed -$203K – 92
2024
Q3 		$203K Buy
+1,790
New +$213K 0.1% 80

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KFA Private Wealth Group's MRK Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Merck (MRK) stake by 2.2% in Q3 2026, selling an estimated $8.15K and leaving 2,598 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #100.

KFA Private Wealth Group first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 2,434 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • KFA Private Wealth Group held 2,598 shares of Merck worth $378K as of Q3 2026.
  • KFA Private Wealth Group sold 59 Merck shares in Q3 2026, an estimated $8.15K.
  • Merck made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #100 holding.
  • KFA Private Wealth Group first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
  • 2,434 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.