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 Q3	$592K	Buy	4,071 +1,337	+49%	+$185K	0.05%	112
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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

KWB Wealth's MRK Position: Q3 2026 in Review

KWB Wealth increased its Merck (MRK) stake by 49% in Q3 2026, buying an estimated $185K and bringing the position to 4,071 shares worth $592K. The position accounts for 0.05% of the portfolio, ranked #112.

KWB Wealth first reported a position in MRK in Q4 2020 and has held it in 18 quarters since. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

KWB Wealth held 4,071 shares of Merck worth $592K as of Q3 2026.
KWB Wealth bought 1,337 Merck shares in Q3 2026, an estimated $185K.
Merck made up 0.05% of KWB Wealth's portfolio in Q3 2026, its #112 holding.
KWB Wealth first reported a position in Merck in Q4 2020 and has held it in 18 quarters since.
1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.