CCWM
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Cassaday & Co Wealth Management’s Merck MRK Stock Holding History

Cassaday & Co Wealth 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
Q1 		$3.49M Buy
29,052
+20,715
+248% +$2.39M 0.07% 57
2025
Q4 		$878K Buy
8,337
+348
+4% +$32.7K 0.02% 148
2025
Q3 		$671K Sell
7,989
-129
-2% -$10.6K 0.02% 183
2025
Q2 		$643K Buy
8,118
+773
+11% +$61.4K 0.02% 181
2025
Q1 		$659K Sell
7,345
-232
-3% -$21.7K 0.02% 165
2024
Q4 		$754K Buy
7,577
+182
+2% +$18.8K 0.02% 149
2024
Q3 		$840K Buy
7,395
+189
+3% +$22.5K 0.02% 127
2024
Q2 		$892K Sell
7,206
-1,308
-15% -$168K 0.03% 116
2024
Q1 		$1.12M Buy
8,514
+56
+0.7% +$6.9K 0.04% 92
2023
Q4 		$922K Buy
8,458
+245
+3% +$25.4K 0.03% 103
2023
Q3 		$845K Sell
8,213
-1,066
-11% -$115K 0.04% 96
2023
Q2 		$1.07M Buy
9,279
+434
+5% +$49.3K 0.04% 87
2023
Q1 		$941K Buy
8,845
+1,566
+22% +$169K 0.04% 99
2022
Q4 		$808K Buy
+7,279
New +$744K 0.04% 111

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

Cassaday & Co Wealth Management's MRK Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Merck (MRK) stake by 248% in Q1 2026, buying an estimated $2.39M and bringing the position to 29,052 shares worth $3.49M. The position accounts for 0.07% of the portfolio, ranked #57.

Cassaday & Co Wealth Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cassaday & Co Wealth Management held 29,052 shares of Merck worth $3.49M as of Q1 2026.
  • Cassaday & Co Wealth Management bought 20,715 Merck shares in Q1 2026, an estimated $2.39M.
  • Merck made up 0.07% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Cassaday & Co Wealth Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.