KPWG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KFA Private Wealth Group's MRK Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Merck (MRK) stake by 4.2% in Q1 2026, selling an estimated $14K and leaving 2,775 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #121.

KFA Private Wealth Group first reported a position in MRK in Q3 2024 and has held it in 5 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • KFA Private Wealth Group held 2,775 shares of Merck worth $334K as of Q1 2026.
  • KFA Private Wealth Group sold 121 Merck shares in Q1 2026, an estimated $14K.
  • Merck made up 0.08% of KFA Private Wealth Group's portfolio in Q1 2026, its #121 holding.
  • KFA Private Wealth Group first reported a position in Merck in Q3 2024 and has held it in 5 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.