CFP
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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
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 $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

Cascade Financial Partners's MRK Position: Q1 2026 in Review

Cascade Financial Partners reduced its Merck (MRK) stake by 0.48% in Q1 2026, selling an estimated $8.2K and leaving 14,666 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #87.

Cascade Financial Partners first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cascade Financial Partners held 14,666 shares of Merck worth $1.76M as of Q1 2026.
  • Cascade Financial Partners sold 71 Merck shares in Q1 2026, an estimated $8.2K.
  • Merck made up 0.18% of Cascade Financial Partners's portfolio in Q1 2026, its #87 holding.
  • Cascade Financial Partners first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Merck position peaked at $1.96M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.