CWM
MRK icon

Cherrydale Wealth Management’s Merck MRK Stock Holding History

Cherrydale 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 		$274K Buy
2,134
+1
+0% +$117 0.07% 69
2026
Q1 		$257K Sell
2,133
-97
-4% -$11.2K 0.08% 59
2025
Q4 		$235K Buy
+2,230
New +$209K 0.07% 67
2025
Q2 		– Sell
-2,412
Closed -$216K – 81
2025
Q1 		$216K Buy
2,412
+54
+2% +$5.04K 0.09% 63
2024
Q4 		$235K Sell
2,358
-6
-0.3% -$619 0.09% 62
2024
Q3 		$268K Sell
2,364
-107
-4% -$12.7K 0.11% 51
2024
Q2 		$306K Buy
2,471
+535
+28% +$68.9K 0.13% 48
2024
Q1 		$255K Hold
1,936
– – 0.12% 49
2023
Q4 		$211K Buy
+1,936
New +$201K 0.11% 45
2023
Q3 		– Sell
-1,778
Closed -$205K – 48
2023
Q2 		$205K Buy
+1,778
New +$202K 0.14% 40

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cherrydale Wealth Management increased its Merck (MRK) stake by 0.05% in Q2 2026, buying an estimated $117 and bringing the position to 2,134 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #69.

Cherrydale Wealth Management first reported a position in MRK in Q2 2023 and has held it in 10 quarters since. The position peaked at $306K in Q2 2024. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cherrydale Wealth Management held 2,134 shares of Merck worth $274K as of Q2 2026.
  • Cherrydale Wealth Management bought 1 Merck share in Q2 2026, an estimated $117.
  • Merck made up 0.07% of Cherrydale Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Cherrydale Wealth Management first reported a position in Merck in Q2 2023 and has held it in 10 quarters since.
  • Cherrydale Wealth Management's Merck position peaked at $306K in Q2 2024.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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