CWM
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Centurion Wealth Management’s Merck MRK Stock Holding History

Centurion 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
Q2 		$531K Sell
4,132
-460
-10% -$53.8K 0.13% 152
2026
Q1 		$552K Sell
4,592
-6
-0.1% -$693 0.12% 153
2025
Q4 		$484K Buy
4,598
+371
+9% +$34.8K 0.11% 166
2025
Q3 		$355K Buy
4,227
+1,134
+37% +$93.4K 0.08% 198
2025
Q2 		$245K Sell
3,093
-292
-9% -$23.2K 0.07% 200
2025
Q1 		$337K Hold
3,385
– – 0.11% 139
2024
Q4 		$337K Sell
3,385
-630
-16% -$65K 0.11% 139
2024
Q3 		$456K Buy
+4,015
New +$477K 0.15% 110
2024
Q1 		$478K Sell
3,623
-164
-4% -$20.2K 0.19% 90
2023
Q4 		$413K Buy
3,787
+58
+2% +$6.02K 0.18% 95
2023
Q3 		$384K Buy
3,729
+28
+0.8% +$3.02K 0.19% 90
2023
Q2 		$427K Hold
3,701
– – 0.21% 87
2023
Q1 		$394K Sell
3,701
-54
-1% -$5.83K 0.2% 91
2022
Q4 		$417K Buy
+3,755
New +$384K 0.24% 89

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Centurion Wealth Management's MRK Position: Q2 2026 in Review

Centurion Wealth Management reduced its Merck (MRK) stake by 10% in Q2 2026, selling an estimated $53.8K and leaving 4,132 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #152.

Centurion Wealth Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $552K in Q1 2026. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Centurion Wealth Management held 4,132 shares of Merck worth $531K as of Q2 2026.
  • Centurion Wealth Management sold 460 Merck shares in Q2 2026, an estimated $53.8K.
  • Merck made up 0.13% of Centurion Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Centurion Wealth Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's Merck position peaked at $552K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.