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Bernardo Wealth Planning’s Merck MRK Stock Holding History

Bernardo Wealth Planning’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 		$2.24M Buy
17,399
+335
+2% +$39.2K 0.38% 35
2026
Q1 		$2.05M Sell
17,064
-109
-0.6% -$12.6K 0.4% 36
2025
Q4 		$1.81M Buy
17,173
+59
+0.3% +$5.54K 0.34% 39
2025
Q3 		$1.44M Buy
17,114
+110
+0.6% +$9.06K 0.28% 43
2025
Q2 		$1.35M Buy
17,004
+132
+0.8% +$10.5K 0.29% 40
2025
Q1 		$1.51M Buy
16,872
+7
+0% +$654 0.36% 34
2024
Q4 		$1.67M Sell
16,865
-271
-2% -$27.9K 0.4% 35
2024
Q3 		$1.88M Sell
17,136
-56
-0.3% -$6.65K 0.46% 34
2024
Q2 		$2.13M Buy
17,192
+10
+0.1% +$1.29K 0.57% 31
2024
Q1 		$2.27M Sell
17,182
-481
-3% -$59.3K 0.63% 31
2023
Q4 		$1.93M Buy
17,663
+842
+5% +$87.4K 0.61% 33
2023
Q3 		$1.73M Buy
16,821
+14
+0.1% +$1.51K 0.68% 29
2023
Q2 		$1.94M Sell
16,807
-975
-5% -$111K 0.77% 26
2023
Q1 		$1.89M Sell
17,782
-1,339
-7% -$145K 0.81% 25
2022
Q4 		$2.12M Buy
19,121
+8,329
+77% +$851K 0.99% 22
2022
Q3 		$1.03M Sell
10,792
-84
-0.8% -$7.5K 0.58% 29
2022
Q2 		$991K Sell
10,876
-98
-0.9% -$8.69K 0.57% 32
2022
Q1 		$900K Buy
10,974
+574
+6% +$45.3K 0.45% 33
2021
Q4 		$797K Sell
10,400
-1
-0% -$80 0.39% 36
2021
Q3 		$781K Buy
10,401
+109
+1% +$8.29K 0.45% 36
2021
Q2 		$800K Sell
10,292
-323
-3% -$24K 0.48% 36
2021
Q1 		$780K Sell
10,615
-7,938
-43% -$586K 0.5% 34
2020
Q4 		$1.45M Sell
18,553
-6
-0% -$459 0.56% 31
2020
Q3 		$1.47M Sell
18,559
-160
-0.9% -$12.5K 0.66% 29
2020
Q2 		$1.38M Buy
18,719
+218
+1% +$16.4K 0.74% 28
2020
Q1 		$1.36M Sell
18,501
-371
-2% -$29.2K 0.94% 25
2019
Q4 		$1.64M Sell
18,872
-14
-0.1% -$1.15K 0.99% 24
2019
Q3 		$1.52M Sell
18,886
-479
-2% -$38.4K 1.1% 19
2019
Q2 		$1.55M Buy
19,365
+242
+1% +$18.5K 1.21% 20
2019
Q1 		$1.52M Buy
19,123
+4,143
+28% +$310K 1.2% 21
2018
Q4 		$1.09M Buy
+14,980
New +$1.06M 0.97% 26

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bernardo Wealth Planning's MRK Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Merck (MRK) stake by 2% in Q2 2026, buying an estimated $39.2K and bringing the position to 17,399 shares worth $2.24M. The position accounts for 0.38% of the portfolio, ranked #35.

Bernardo Wealth Planning first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.27M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Bernardo Wealth Planning held 17,399 shares of Merck worth $2.24M as of Q2 2026.
  • Bernardo Wealth Planning bought 335 Merck shares in Q2 2026, an estimated $39.2K.
  • Merck made up 0.38% of Bernardo Wealth Planning's portfolio in Q2 2026, its #35 holding.
  • Bernardo Wealth Planning first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • Bernardo Wealth Planning's Merck position peaked at $2.27M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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