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Cascade Financial Partners’s Merck MRK Stock Holding History

Cascade Financial Partners’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 		$1.89M Buy
14,746
+80
+0.5% +$9.36K 0.16% 89
2026
Q1 		$1.76M Sell
14,666
-71
-0.5% -$8.2K 0.18% 87
2025
Q4 		$1.55M Sell
14,737
-928
-6% -$87.1K 0.16% 92
2025
Q3 		$1.31M Buy
15,665
+96
+0.6% +$7.91K 0.15% 98
2025
Q2 		$1.23M Buy
15,569
+104
+0.7% +$8.27K 0.15% 99
2025
Q1 		$1.39M Buy
15,465
+465
+3% +$43.4K 0.18% 91
2024
Q4 		$1.49M Sell
15,000
-400
-3% -$41.2K 0.19% 78
2024
Q3 		$1.64M Buy
15,400
+228
+2% +$27.1K 0.21% 74
2024
Q2 		$1.88M Sell
15,172
-441
-3% -$56.8K 0.25% 65
2024
Q1 		$1.96M Buy
+15,613
New +$1.92M 0.28% 59

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 $3.37T AUM 44.26% 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

Cascade Financial Partners's MRK Position: Q2 2026 in Review

Cascade Financial Partners increased its Merck (MRK) stake by 0.55% in Q2 2026, buying an estimated $9.36K and bringing the position to 14,746 shares worth $1.89M. The position accounts for 0.16% of the portfolio, ranked #89.

Cascade Financial Partners first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.96M in Q1 2024. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cascade Financial Partners held 14,746 shares of Merck worth $1.89M as of Q2 2026.
  • Cascade Financial Partners bought 80 Merck shares in Q2 2026, an estimated $9.36K.
  • Merck made up 0.16% of Cascade Financial Partners's portfolio in Q2 2026, its #89 holding.
  • Cascade Financial Partners first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Merck position peaked at $1.96M in Q1 2024.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.