C2C Wealth Management’s Merck MRK Stock Holding History

C2C Wealth Management’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	$255K	Sell	1,981 -172	-8%	-$20.1K	0.2%	77
2026 Q1	$259K	Hold	2,153	–	–	0.22%	77
2025 Q4	$227K	Buy	+2,153	New	+$202K	0.19%	82
2025 Q2	–	Sell	-2,333	Closed	-$209K	–	87
2025 Q1	$209K	Sell	2,333 -25	-1%	-$2.33K	0.2%	80
2024 Q4	$235K	Sell	2,358 -100	-4%	-$10.3K	0.22%	80
2024 Q3	$252K	Hold	2,458	–	–	0.23%	76
2024 Q2	$304K	Hold	2,458	–	–	0.3%	67
2024 Q1	$324K	Sell	2,458 -3,390	-58%	-$418K	0.32%	62
2023 Q4	$636K	Sell	5,848 -9,815	-63%	-$1.02M	0.54%	46
2023 Q3	$1.6M	Hold	15,663	–	–	0.23%	46
2023 Q2	$1.65M	Sell	15,663 -91	-0.6%	-$10.3K	0.22%	48
2023 Q1	$1.79M	Buy	15,754 +1,983	+14%	+$214K	0.29%	43
2022 Q4	$1.52M	Sell	13,771 -1,568	-10%	-$160K	0.26%	42
2022 Q3	$1.36M	Sell	15,339 -1,379	-8%	-$123K	0.27%	46
2022 Q2	$1.54M	Sell	16,718 -298	-2%	-$26.4K	0.28%	40
2022 Q1	$1.46M	Buy	17,016 +391	+2%	+$30.8K	0.25%	51
2021 Q4	$1.27M	Buy	+16,625	New	+$1.32M	0.18%	69

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

C2C Wealth Management's MRK Position: Q2 2026 in Review

C2C Wealth Management reduced its Merck (MRK) stake by 8% in Q2 2026, selling an estimated $20.1K and leaving 1,981 shares worth $255K. The position accounts for 0.2% of the portfolio, ranked #77.

C2C Wealth Management first reported a position in MRK in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.79M in Q1 2023. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

C2C Wealth Management held 1,981 shares of Merck worth $255K as of Q2 2026.
C2C Wealth Management sold 172 Merck shares in Q2 2026, an estimated $20.1K.
Merck made up 0.2% of C2C Wealth Management's portfolio in Q2 2026, its #77 holding.
C2C Wealth Management first reported a position in Merck in Q4 2021 and has held it in 17 quarters since.
C2C Wealth Management's Merck position peaked at $1.79M in Q1 2023.
711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.