Cerro Pacific Wealth Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$531K Sell
4,136
-102
-2% -$11.9K 0.12% 111
2026
Q1
$510K Buy
4,238
+120
+3% +$13.9K 0.13% 101
2025
Q4
$433K Sell
4,118
-25
-0.6% -$2.35K 0.12% 108
2025
Q3
$348K Sell
4,143
-151
-4% -$12.4K 0.1% 118
2025
Q2
$340K Sell
4,294
-2,280
-35% -$181K 0.09% 122
2025
Q1
$654K Sell
6,574
-92
-1% -$8.59K 0.21% 89
2024
Q4
$757K Buy
6,666
+818
+14% +$84.3K 0.25% 79
2024
Q3
$724K Hold
5,848
0.27% 76
2024
Q2
$724K Buy
+5,848
New +$753K 0.28% 76
2023
Q1
$327K Sell
3,069
-2
-0.1% -$216 0.18% 112
2022
Q4
$341K Buy
3,071
+290
+10% +$29.6K 0.18% 123
2022
Q3
$240K Buy
+2,781
New +$248K 0.15% 135
2020
Q4
$392K Buy
+5,026
New +$384K 0.23% 83

Other funds holding MRK

Cerro Pacific Wealth Advisors's MRK Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Merck (MRK) stake by 2.4% in Q2 2026, selling an estimated $11.9K and leaving 4,136 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #111.

Cerro Pacific Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 13 quarters since. The position peaked at $757K in Q4 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 4,136 shares of Merck worth $531K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 102 Merck shares in Q2 2026, an estimated $11.9K.
  • Merck made up 0.12% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 13 quarters since.
  • Cerro Pacific Wealth Advisors's Merck position peaked at $757K in Q4 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.