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CFS Investment Advisory Services’s Merck MRK Stock Holding History

CFS Investment Advisory Services’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 		$3.43M Sell
26,467
-13
-0% -$1.52K 0.23% 86
2026
Q1 		$3.15M Buy
26,480
+544
+2% +$62.8K 0.22% 91
2025
Q4 		$2.73M Buy
25,936
+2,719
+12% +$255K 0.2% 101
2025
Q3 		$2.03M Sell
23,217
-3,917
-14% -$323K 0.15% 120
2025
Q2 		$2.15M Buy
27,134
+4,529
+20% +$360K 0.18% 106
2025
Q1 		$2.03M Sell
22,605
-164
-0.7% -$15.3K 0.18% 105
2024
Q4 		$2.27M Buy
22,769
+1,308
+6% +$135K 0.2% 94
2024
Q3 		$2.44M Sell
21,461
-1,180
-5% -$140K 0.2% 90
2024
Q2 		$2.8M Sell
22,641
-235
-1% -$30.3K 0.23% 77
2024
Q1 		$3.02M Buy
22,876
+1,634
+8% +$201K 0.51% 34
2023
Q4 		$2.32M Buy
21,242
+253
+1% +$26.3K 0.42% 44
2023
Q3 		$2.16M Buy
20,989
+1,334
+7% +$144K 0.34% 58
2023
Q2 		$2.27M Buy
19,655
+307
+2% +$34.9K 0.29% 66
2023
Q1 		$2.06M Buy
19,348
+984
+5% +$106K 0.37% 44
2022
Q4 		$2.04M Sell
18,364
-1,248,709
-99% -$128M 0.46% 35
2022
Q3 		$1.27M Buy
1,267,073
+1,257,963
+13,809% +$112M 0.29% 49
2022
Q2 		$831K Sell
9,110
-763,145
-99% -$67.7M 0.13% 138
2022
Q1 		$9K Buy
772,255
+763,867
+9,107% +$60.2M 0.04% 163
2021
Q4 		$683K Buy
8,388
+3,136
+60% +$250K 0.09% 152
2021
Q3 		$395K Buy
+5,252
New +$399K 0.05% 166
2020
Q4 		$282K Buy
+3,607
New +$276K 0.04% 158

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFS Investment Advisory Services's MRK Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Merck (MRK) stake by 0.05% in Q2 2026, selling an estimated $1.52K and leaving 26,467 shares worth $3.43M. The position accounts for 0.23% of the portfolio, ranked #86.

CFS Investment Advisory Services first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CFS Investment Advisory Services held 26,467 shares of Merck worth $3.43M as of Q2 2026.
  • CFS Investment Advisory Services sold 13 Merck shares in Q2 2026, an estimated $1.52K.
  • Merck made up 0.23% of CFS Investment Advisory Services's portfolio in Q2 2026, its #86 holding.
  • CFS Investment Advisory Services first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.