Cahill Financial Advisors’s Merck MRK Stock Holding History

Cahill Financial Advisors’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 Q1	$572K	Sell	4,753 -27	-0.6%	-$3.12K	0.06%	167
2025 Q4	$503K	Sell	4,780 -10	-0.2%	-$939	0.06%	173
2025 Q3	$402K	Buy	4,790 +46	+1%	+$3.79K	0.05%	197
2025 Q2	$376K	Buy	4,744 +596	+14%	+$47.4K	0.05%	200
2025 Q1	$372K	Buy	4,148 +224	+6%	+$20.9K	0.05%	194
2024 Q4	$390K	Buy	3,924 +1,438	+58%	+$148K	0.05%	186
2024 Q3	$282K	Sell	2,486 -29	-1%	-$3.44K	0.04%	219
2024 Q2	$311K	Buy	2,515 +84	+3%	+$10.8K	0.04%	207
2024 Q1	$321K	Buy	2,431 +516	+27%	+$63.6K	0.04%	208
2023 Q4	$209K	Buy	+1,915	New	+$199K	0.03%	233
2023 Q3	–	Sell	-2,042	Closed	-$236K	–	243
2023 Q2	$236K	Buy	2,042 +88	+5%	+$9.99K	0.04%	219
2023 Q1	$208K	Buy	+1,954	New	+$211K	0.04%	228
2021 Q4	–	Sell	-283	Closed	-$21K	–	550
2021 Q3	$21K	Buy	+283	New	+$21.5K	﹤0.01%	442

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cahill Financial Advisors's MRK Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Merck (MRK) stake by 0.56% in Q1 2026, selling an estimated $3.12K and leaving 4,753 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #167.

Cahill Financial Advisors first reported a position in MRK in Q3 2021 and has held it in 13 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Cahill Financial Advisors held 4,753 shares of Merck worth $572K as of Q1 2026.
Cahill Financial Advisors sold 27 Merck shares in Q1 2026, an estimated $3.12K.
Merck made up 0.06% of Cahill Financial Advisors's portfolio in Q1 2026, its #167 holding.
Cahill Financial Advisors first reported a position in Merck in Q3 2021 and has held it in 13 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.