Kovack Advisors’s Merck MRK Stock Holding History

Kovack 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	$3.7M	Sell	29,013 -8,754	-23%	-$1.02M	0.18%	115
2026 Q1	$4.55M	Buy	37,767 +16,231	+75%	+$1.87M	0.24%	82
2025 Q4	$2.27M	Buy	21,536 +13,007	+153%	+$1.22M	0.11%	174
2025 Q3	$716K	Sell	8,529 -3,144	-27%	-$259K	0.07%	255
2025 Q2	$924K	Sell	11,673 -1,408	-11%	-$112K	0.09%	208
2025 Q1	$1.17M	Sell	13,081 -2,254	-15%	-$210K	0.12%	152
2024 Q4	$1.53M	Sell	15,335 -8,570	-36%	-$884K	0.15%	109
2024 Q3	$2.71M	Sell	23,905 -2,064	-8%	-$245K	0.29%	75
2024 Q2	$3.21M	Buy	25,969 +73	+0.3%	+$9.4K	0.35%	55
2024 Q1	$3.42M	Buy	25,896 +2,063	+9%	+$254K	0.41%	45
2023 Q4	$2.6M	Sell	23,833 -243	-1%	-$25.2K	0.31%	68
2023 Q3	$2.48M	Buy	24,076 +715	+3%	+$77.1K	0.35%	58
2023 Q2	$2.7M	Buy	23,361 +3,166	+16%	+$359K	0.35%	57
2023 Q1	$2.15M	Sell	20,195 -548	-3%	-$59.2K	0.29%	70
2022 Q4	$2.3M	Sell	20,743 -653	-3%	-$66.7K	0.34%	58
2022 Q3	$1.84M	Sell	21,396 -2,478	-10%	-$221K	0.27%	78
2022 Q2	$2.18M	Buy	23,874 +789	+3%	+$69.9K	0.29%	82
2022 Q1	$1.89M	Buy	23,085 +701	+3%	+$55.3K	0.19%	116
2021 Q4	$1.72M	Buy	22,384 +1,175	+6%	+$93.6K	0.17%	140
2021 Q3	$1.59M	Buy	21,209 +1,237	+6%	+$94.1K	0.17%	146
2021 Q2	$1.55M	Sell	19,972 -46	-0.2%	-$3.42K	0.18%	141
2021 Q1	$1.47M	Buy	20,018 +3,127	+19%	+$231K	0.19%	139
2020 Q4	$1.32M	Sell	16,891 -73	-0.4%	-$5.58K	0.19%	132
2020 Q3	$1.34M	Sell	16,964 -181	-1%	-$14.2K	0.24%	106
2020 Q2	$1.26M	Sell	17,145 -2,498	-13%	-$188K	0.25%	105
2020 Q1	$1.44M	Sell	19,643 -1,263	-6%	-$99.3K	0.33%	80
2019 Q4	$1.81M	Buy	20,906 +1,315	+7%	+$108K	0.32%	75
2019 Q3	$1.57M	Buy	19,591 +845	+5%	+$67.7K	0.32%	76
2019 Q2	$1.5M	Buy	18,746 +420	+2%	+$32.2K	0.34%	70
2019 Q1	$1.45M	Sell	18,326 -663	-3%	-$49.6K	0.36%	66
2018 Q4	$1.38M	Buy	18,989 +1,765	+10%	+$125K	0.4%	64
2018 Q3	$1.17M	Buy	17,224 +1,695	+11%	+$108K	0.3%	84
2018 Q2	$899K	Sell	15,529 -4,670	-23%	-$263K	0.25%	105
2018 Q1	$1.05M	Sell	20,199 -162	-0.8%	-$8.75K	0.26%	89
2017 Q4	$1.09M	Buy	20,361 +5,158	+34%	+$286K	0.28%	83
2017 Q3	$929K	Sell	15,203 -879	-5%	-$53.3K	0.31%	76
2017 Q2	$983K	Buy	16,082 +2,416	+18%	+$147K	0.31%	67
2017 Q1	$829K	Sell	13,666 -1,807	-12%	-$110K	0.32%	71
2016 Q4	$869K	Buy	15,473 +2,879	+23%	+$168K	0.41%	51
2016 Q3	$750K	Buy	12,594 +6,794	+117%	+$397K	0.37%	71
2016 Q2	$319K	Sell	5,800 -320	-5%	-$17K	0.17%	144
2016 Q1	$309K	Sell	6,120 -796	-12%	-$39K	0.19%	129
2015 Q4	$349K	Sell	6,916 -1,515	-18%	-$76.4K	0.23%	117
2015 Q3	$397K	Buy	8,431 +2,341	+38%	+$124K	0.28%	98
2015 Q2	$331K	Buy	+6,090	New	+$342K	0.23%	114
2015 Q1	–	Sell	-3,760	Closed	-$204K	–	207
2014 Q4	$204K	Sell	3,760 -353	-9%	-$19.7K	0.21%	126
2014 Q3	$233K	Buy	+4,113	New	+$231K	0.34%	78
2014 Q2	–	Sell	-4,215	Closed	-$213K	–	130
2014 Q1	$213K	Sell	4,215 -833	-17%	-$43.1K	0.73%	46
2013 Q4	$241K	Sell	5,048 -205	-4%	-$9.37K	1.31%	29
2013 Q3	$239K	Sell	5,253 -1,226	-19%	-$56K	1.23%	26
2013 Q2	$287K	Buy	+6,479	New	+$289K	1.69%	22

Other funds holding MRK

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Kovack Advisors's MRK Position: Q2 2026 in Review

Kovack Advisors reduced its Merck (MRK) stake by 23% in Q2 2026, selling an estimated $1.02M and leaving 29,013 shares worth $3.7M. The position accounts for 0.18% of the portfolio, ranked #115.

Kovack Advisors first reported a position in MRK in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.55M in Q1 2026. 1,659 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Kovack Advisors held 29,013 shares of Merck worth $3.7M as of Q2 2026.
Kovack Advisors sold 8,754 Merck shares in Q2 2026, an estimated $1.02M.
Merck made up 0.18% of Kovack Advisors's portfolio in Q2 2026, its #115 holding.
Kovack Advisors first reported a position in Merck in Q2 2013 and has held it in 51 quarters since.
Kovack Advisors's Merck position peaked at $4.55M in Q1 2026.
1,659 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.