Cascades Capital Asset Management’s Merck MRK Stock Holding History

Cascades Capital Asset 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	$388K	Buy	3,016 +4	+0.1%	+$468	0.14%	88
2026 Q1	$362K	Buy	3,012 +4	+0.1%	+$462	0.15%	92
2025 Q4	$317K	Buy	3,008 +5	+0.2%	+$469	0.13%	101
2025 Q3	$252K	Buy	3,003 +155	+5%	+$12.8K	0.11%	113
2025 Q2	$225K	Buy	2,848 +5	+0.2%	+$397	0.12%	102
2025 Q1	$255K	Sell	2,843 -992	-26%	-$92.6K	0.14%	100
2024 Q4	$382K	Sell	3,835 -5,287	-58%	-$545K	0.2%	73
2024 Q3	$1.04M	Buy	+9,122	New	+$1.08M	0.57%	36

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascades Capital Asset Management's MRK Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Merck (MRK) stake by 0.13% in Q2 2026, buying an estimated $468 and bringing the position to 3,016 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #88.

Cascades Capital Asset Management first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2024. 3,842 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Cascades Capital Asset Management held 3,016 shares of Merck worth $388K as of Q2 2026.
Cascades Capital Asset Management bought 4 Merck shares in Q2 2026, an estimated $468.
Merck made up 0.14% of Cascades Capital Asset Management's portfolio in Q2 2026, its #88 holding.
Cascades Capital Asset Management first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's Merck position peaked at $1.04M in Q3 2024.
3,842 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.