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Cardinal Strategic Wealth Guidance’s Merck MRK Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$205K Buy
+1,703
New +$197K 0.05% 51
2025
Q1 		– Sell
-2,280
Closed -$227K – 73
2024
Q4 		$227K Sell
2,280
-45
-2% -$4.64K 0.07% 60
2024
Q3 		$264K Sell
2,325
-119
-5% -$14.1K 0.09% 47
2024
Q2 		$303K Sell
2,444
-181
-7% -$23.3K 0.11% 44
2024
Q1 		$346K Sell
2,625
-487
-16% -$60K 0.13% 42
2023
Q4 		$339K Buy
3,112
+2
+0.1% +$208 0.13% 46
2023
Q3 		$320K Sell
3,110
-257
-8% -$27.7K 0.15% 51
2023
Q2 		$388K Buy
3,367
+52
+2% +$5.9K 0.17% 44
2023
Q1 		$353K Sell
3,315
-304
-8% -$32.8K 0.16% 47
2022
Q4 		$402K Sell
3,619
-156
-4% -$15.9K 0.19% 50
2022
Q3 		$325K Sell
3,775
-642
-15% -$57.3K 0.17% 48
2022
Q2 		$403K Buy
4,417
+32
+0.7% +$2.84K 0.21% 46
2022
Q1 		$360K Sell
4,385
-524
-11% -$41.3K 0.17% 54
2021
Q4 		$376K Buy
4,909
+2
+0% +$159 0.18% 56
2021
Q3 		$369K Sell
4,907
-244
-5% -$18.6K 0.19% 52
2021
Q2 		$401K Sell
5,151
-332
-6% -$24.7K 0.21% 50
2021
Q1 		$403K Sell
5,483
-776
-12% -$57.2K 0.24% 48
2020
Q4 		$489K Sell
6,259
-770
-11% -$58.9K 0.29% 37
2020
Q3 		$556K Sell
7,029
-866
-11% -$67.8K 0.39% 34
2020
Q2 		$583K Sell
7,895
-2,657
-25% -$200K 0.43% 33
2020
Q1 		$775K Sell
10,552
-500
-5% -$39.3K 0.71% 19
2019
Q4 		$959K Buy
+11,052
New +$908K 0.82% 21

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's MRK Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance opened a new position in Merck (MRK) in Q1 2026: 1,703 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #51 among its holdings. This is a return to the name: Cardinal Strategic Wealth Guidance previously reported a position in MRK as recently as Q4 2024.

Cardinal Strategic Wealth Guidance first reported a position in MRK in Q4 2019 and has held it in 22 quarters since. The position peaked at $959K in Q4 2019. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 1,703 shares of Merck worth $205K as of Q1 2026.
  • Merck was a new Cardinal Strategic Wealth Guidance position in Q1 2026.
  • Merck made up 0.05% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #51 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Merck in Q4 2019 and has held it in 22 quarters since.
  • Cardinal Strategic Wealth Guidance's Merck position peaked at $959K in Q4 2019.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.