KW
MRK icon

KWB Wealth’s Merck MRK Stock Holding History

KWB Wealth’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 		$351K Buy
2,734
+29
+1% +$3.39K 0.03% 131
2026
Q1 		$285K Hold
2,705
– – 0.03% 142
2025
Q4 		$285K Buy
2,705
+37
+1% +$3.47K 0.03% 155
2025
Q3 		$211K Buy
2,668
+19
+0.7% +$1.56K 0.02% 142
2025
Q2 		$238K Buy
2,649
+15
+0.6% +$1.19K 0.03% 147
2025
Q1 		$262K Buy
2,634
+14
+0.5% +$1.31K 0.03% 132
2024
Q4 		$298K Buy
2,620
+11
+0.4% +$1.13K 0.04% 122
2024
Q3 		$323K Buy
2,609
+11
+0.4% +$1.31K 0.04% 100
2024
Q2 		$343K Hold
2,598
– – 0.05% 98
2024
Q1 		$343K Buy
2,598
+11
+0.4% +$1.36K 0.05% 99
2023
Q4 		$282K Buy
2,587
+21
+0.8% +$2.18K 0.04% 113
2023
Q3 		$296K Hold
2,566
– – 0.05% 100
2023
Q2 		$296K Buy
2,566
+20
+0.8% +$2.27K 0.05% 105
2023
Q1 		$283K Buy
+2,546
New +$275K 0.05% 102
2022
Q4 		– Sell
-2,534
Closed -$218K – 118
2022
Q3 		$218K Buy
2,534
+11
+0.4% +$982 0.04% 98
2022
Q2 		$230K Buy
+2,523
New +$224K 0.04% 94
2021
Q1 		– Sell
-2,594
Closed -$202K – 88
2020
Q4 		$202K Buy
+2,594
New +$198K 0.04% 77

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWB Wealth's MRK Position: Q2 2026 in Review

KWB Wealth increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $3.39K and bringing the position to 2,734 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #131.

KWB Wealth first reported a position in MRK in Q4 2020 and has held it in 17 quarters since. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • KWB Wealth held 2,734 shares of Merck worth $351K as of Q2 2026.
  • KWB Wealth bought 29 Merck shares in Q2 2026, an estimated $3.39K.
  • Merck made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #131 holding.
  • KWB Wealth first reported a position in Merck in Q4 2020 and has held it in 17 quarters since.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.