Kingswood Wealth Advisors’s Merck MRK Stock Holding History

Kingswood Wealth Advisors’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	$4.05M	Buy	31,533 +360	+1%	+$42.1K	0.16%	146
2026 Q1	$3.75M	Sell	31,173 -790	-2%	-$91.2K	0.18%	131
2025 Q4	$3.36M	Buy	31,963 +3,066	+11%	+$288K	0.16%	143
2025 Q3	$2.43M	Buy	28,897 +5,262	+22%	+$433K	0.15%	156
2025 Q2	$1.87M	Sell	23,635 -3,551	-13%	-$282K	0.15%	152
2025 Q1	$2.44M	Sell	27,186 -3,202	-11%	-$299K	0.22%	108
2024 Q4	$3.02M	Sell	30,388 -30,518	-50%	-$3.15M	0.23%	101
2024 Q3	$6.92M	Buy	60,906 +11,004	+22%	+$1.31M	0.49%	34
2024 Q2	$6.18M	Buy	49,902 +12,188	+32%	+$1.57M	0.56%	27
2024 Q1	$4.98M	Sell	37,714 -11,715	-24%	-$1.44M	0.57%	23
2023 Q4	$5.39M	Buy	49,429 +28,263	+134%	+$2.93M	0.61%	27
2023 Q3	$4.36M	Sell	21,166 -5,364	-20%	-$578K	0.74%	25
2023 Q2	$3.06M	Buy	+26,530	New	+$3.01M	0.98%	21

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kingswood Wealth Advisors's MRK Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Merck (MRK) stake by 1.2% in Q2 2026, buying an estimated $42.1K and bringing the position to 31,533 shares worth $4.05M. The position accounts for 0.16% of the portfolio, ranked #146.

Kingswood Wealth Advisors first reported a position in MRK in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.92M in Q3 2024. 2,371 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Kingswood Wealth Advisors held 31,533 shares of Merck worth $4.05M as of Q2 2026.
Kingswood Wealth Advisors bought 360 Merck shares in Q2 2026, an estimated $42.1K.
Merck made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Kingswood Wealth Advisors first reported a position in Merck in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Merck position peaked at $6.92M in Q3 2024.
2,371 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.