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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
Q2 		$571K Sell
4,446
-307
-6% -$35.9K 0.05% 169
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cahill Financial Advisors's MRK Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Merck (MRK) stake by 6.5% in Q2 2026, selling an estimated $35.9K and leaving 4,446 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #169.

Cahill Financial Advisors first reported a position in MRK in Q3 2021 and has held it in 14 quarters since. The position peaked at $572K in Q1 2026. 3,851 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cahill Financial Advisors held 4,446 shares of Merck worth $571K as of Q2 2026.
  • Cahill Financial Advisors sold 307 Merck shares in Q2 2026, an estimated $35.9K.
  • Merck made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • Cahill Financial Advisors first reported a position in Merck in Q3 2021 and has held it in 14 quarters since.
  • Cahill Financial Advisors's Merck position peaked at $572K in Q1 2026.
  • 3,851 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.