Bernardo Wealth Planning’s Merck MRK Stock Holding History
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
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. 3,844 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.
- 3,844 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.