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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
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

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

KFA Private Wealth Group's MRK Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Merck (MRK) stake by 4.3% in Q2 2026, selling an estimated $13.8K and leaving 2,657 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #106.

KFA Private Wealth Group first reported a position in MRK in Q3 2024 and has held it in 6 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • KFA Private Wealth Group held 2,657 shares of Merck worth $342K as of Q2 2026.
  • KFA Private Wealth Group sold 118 Merck shares in Q2 2026, an estimated $13.8K.
  • Merck made up 0.08% of KFA Private Wealth Group's portfolio in Q2 2026, its #106 holding.
  • KFA Private Wealth Group first reported a position in Merck in Q3 2024 and has held it in 6 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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