Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-5
Closed -$1K 87
2013
Q4
$1K Sell
5
-2
-29% -$91 0.01% 71
2013
Q3
$1K Sell
7
-5
-42% -$228 0.01% 66
2013
Q2
$2K Buy
+12
New +$536 0.01% 57

Other funds holding MRK

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. 1,660 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.
  • 1,660 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.