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Cardinal Point Capital Management’s Merck MRK Stock Holding History

Cardinal Point Capital 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 		$808K Hold
6,290
– – 0.05% 143
2026
Q1 		$757K Sell
6,290
-100
-2% -$11.5K 0.05% 139
2025
Q4 		$673K Sell
6,390
-150
-2% -$14.1K 0.04% 134
2025
Q3 		$549K Sell
6,540
-210
-3% -$17.3K 0.04% 146
2025
Q2 		$534K Buy
+6,750
New +$537K 0.04% 140

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

Cardinal Point Capital Management's MRK Position: Q2 2026 in Review

Cardinal Point Capital Management held its Merck (MRK) position steady in Q2 2026 at 6,290 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #143.

Cardinal Point Capital Management first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cardinal Point Capital Management held 6,290 shares of Merck worth $808K as of Q2 2026.
  • Cardinal Point Capital Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.05% of Cardinal Point Capital Management's portfolio in Q2 2026, its #143 holding.
  • Cardinal Point Capital Management first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.