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Cherry Tree Wealth Management’s Merck MRK Stock Holding History

Cherry Tree 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 		$19.2K Sell
160
-460
-74% -$53.1K ﹤0.01% 358
2025
Q4 		$65.3K Sell
620
-77
-11% -$7.23K 0.01% 249
2025
Q3 		$58.5K Sell
697
-240
-26% -$19.8K 0.01% 248
2025
Q2 		$74.2K Sell
937
-398
-30% -$31.6K 0.02% 234
2025
Q1 		$120K Buy
1,335
+87
+7% +$8.12K 0.03% 197
2024
Q4 		$124K Sell
1,248
-50
-4% -$5.16K 0.03% 190
2024
Q3 		$147K Hold
1,298
– – 0.03% 179
2024
Q2 		$161K Buy
1,298
+67
+5% +$8.63K 0.04% 167
2024
Q1 		$162K Sell
1,231
-52
-4% -$6.41K 0.04% 172
2023
Q4 		$140K Buy
1,283
+1
+0.1% +$104 0.04% 168
2023
Q3 		$132K Buy
1,282
+66
+5% +$7.11K 0.04% 166
2023
Q2 		$140K Buy
+1,216
New +$138K 0.04% 164

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

Cherry Tree Wealth Management's MRK Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Merck (MRK) stake by 74% in Q1 2026, selling an estimated $53.1K and leaving 160 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Cherry Tree Wealth Management first reported a position in MRK in Q2 2023 and has held it in 12 quarters since. The position peaked at $162K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cherry Tree Wealth Management held 160 shares of Merck worth $19.2K as of Q1 2026.
  • Cherry Tree Wealth Management sold 460 Merck shares in Q1 2026, an estimated $53.1K.
  • Merck made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #358 holding.
  • Cherry Tree Wealth Management first reported a position in Merck in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Merck position peaked at $162K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.