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Cary Street Partners Investment Advisory’s Merck MRK Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.04M Buy
8,104
+1,120
+16% +$131K 0.21% 112
2026
Q1 		$840K Buy
6,984
+957
+16% +$110K 0.21% 110
2025
Q4 		$634K Buy
6,027
+1,044
+21% +$98K 0.17% 134
2025
Q3 		$418K Buy
4,983
+245
+5% +$20.2K 0.17% 129
2025
Q2 		$375K Sell
4,738
-974
-17% -$77.4K 0.18% 139
2025
Q1 		$513K Sell
5,712
-412
-7% -$38.5K 0.3% 85
2024
Q4 		$609K Sell
6,124
-178,841
-97% -$18.4M 0.4% 57
2024
Q3 		$21M Buy
184,965
+5,347
+3% +$635K 0.77% 28
2024
Q2 		$22.2M Buy
179,618
+150
+0.1% +$19.3K 0.9% 18
2024
Q1 		$23.7M Buy
179,468
+145
+0.1% +$17.9K 1% 12
2023
Q4 		$19.5M Buy
179,323
+175
+0.1% +$18.2K 0.93% 16
2023
Q3 		$18.4M Buy
179,148
+62,621
+54% +$6.75M 0.99% 14
2023
Q2 		$13.4M Buy
116,527
+3,180
+3% +$361K 0.86% 22
2023
Q1 		$12.1M Sell
113,347
-1,663
-1% -$180K 0.87% 23
2022
Q4 		$12.8M Sell
115,010
-2,059
-2% -$210K 0.94% 20
2022
Q3 		$10.1M Buy
117,069
+9,098
+8% +$812K 0.83% 34
2022
Q2 		$9.84M Buy
107,971
+68,618
+174% +$6.08M 0.83% 30
2022
Q1 		$3.25M Sell
39,353
-134
-0.3% -$10.6K 0.89% 28
2021
Q4 		$3.03M Buy
39,487
+4,132
+12% +$329K 0.84% 30
2021
Q3 		$2.66M Sell
35,355
-1,097
-3% -$83.4K 0.87% 32
2021
Q2 		$2.83M Buy
36,452
+11,385
+45% +$847K 0.92% 30
2021
Q1 		$1.84M Sell
25,067
-48,450
-66% -$3.57M 0.76% 32
2020
Q4 		$5.74M Sell
73,517
-43,728
-37% -$3.34M 1.11% 16
2020
Q3 		$9.28M Buy
+117,245
New +$9.18M 1.96% 5
2020
Q1 		– Sell
-2,319
Closed -$201K – 104
2019
Q4 		$201K Buy
+2,319
New +$190K 0.22% 117

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cary Street Partners Investment Advisory's MRK Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Merck (MRK) stake by 16% in Q2 2026, buying an estimated $131K and bringing the position to 8,104 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #112.

Cary Street Partners Investment Advisory first reported a position in MRK in Q4 2019 and has held it in 25 quarters since. The position peaked at $23.7M in Q1 2024. 2,688 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cary Street Partners Investment Advisory held 8,104 shares of Merck worth $1.04M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,120 Merck shares in Q2 2026, an estimated $131K.
  • Merck made up 0.21% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #112 holding.
  • Cary Street Partners Investment Advisory first reported a position in Merck in Q4 2019 and has held it in 25 quarters since.
  • Cary Street Partners Investment Advisory's Merck position peaked at $23.7M in Q1 2024.
  • 2,688 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.