Kingsview Wealth Management’s Merck MRK Stock Holding History

Kingsview Wealth Management’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
2022 Q1	–	Sell	-300	Closed	-$23K	–	959
2021 Q4	$23K	Buy	+300	New	+$23.9K	﹤0.01%	930
2020 Q2	–	Sell	-105	Closed	-$2K	–	642
2020 Q1	$2K	Buy	+105	New	+$8.25K	﹤0.01%	485
2019 Q2	–	Sell	-2,096	Closed	-$6K	–	501
2019 Q1	$6K	Buy	+2,096	New	+$157K	﹤0.01%	454
2018 Q4	–	Sell	-210	Closed	-$1K	–	421
2018 Q3	$1K	Sell	210 -524	-71%	-$33.4K	﹤0.01%	399
2018 Q2	$2K	Buy	+734	New	+$41.4K	﹤0.01%	356
2018 Q1	–	Sell	-5,345	Closed	-$5K	–	402
2017 Q4	$5K	Buy	5,345 +5,240	+4,990%	+$290K	﹤0.01%	337
2017 Q3	$1K	Hold	105	–	–	﹤0.01%	347
2017 Q2	$1K	Buy	+105	New	+$6.39K	﹤0.01%	340

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's MRK Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Merck (MRK) stake by 14% in Q1 2026, selling an estimated $2.56M and leaving 134,751 shares worth $16.2M. The position accounts for 0.22% of the portfolio, ranked #84.

Kingsview Wealth Management first reported a position in MRK in Q1 2017 and has held it in 37 quarters since. The position peaked at $39.2M in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Kingsview Wealth Management held 134,751 shares of Merck worth $16.2M as of Q1 2026.
Kingsview Wealth Management sold 22,205 Merck shares in Q1 2026, an estimated $2.56M.
Merck made up 0.22% of Kingsview Wealth Management's portfolio in Q1 2026, its #84 holding.
Kingsview Wealth Management first reported a position in Merck in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's Merck position peaked at $39.2M in Q3 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.