CFCI
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Comprehensive Financial Consultants Institutional’s Merck MRK Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$399K Buy
3,105
+15
+0.5% +$1.76K 0.11% 150
2026
Q1 		$372K Hold
3,090
– – 0.11% 151
2025
Q4 		$325K Sell
3,090
-325
-10% -$30.5K 0.1% 150
2025
Q3 		$287K Sell
3,415
-7,356
-68% -$606K 0.09% 159
2025
Q2 		$853K Sell
10,771
-35,343
-77% -$2.81M 0.28% 103
2025
Q1 		$4.14M Buy
46,114
+6,479
+16% +$605K 1.47% 17
2024
Q4 		$3.94M Buy
39,635
+2,650
+7% +$273K 1.43% 18
2024
Q3 		$4.2M Buy
36,985
+1,053
+3% +$125K 1.53% 17
2024
Q2 		$4.45M Buy
35,932
+1,767
+5% +$228K 1.74% 9
2024
Q1 		$4.51M Sell
34,165
-2
-0% -$247 1.87% 7
2023
Q4 		$3.72M Buy
34,167
+1,223
+4% +$127K 1.73% 7
2023
Q3 		$3.39M Buy
32,944
+1,720
+6% +$185K 1.78% 6
2023
Q2 		$3.3M Sell
31,224
-782
-2% -$88.8K 1.74% 6
2023
Q1 		$3.41M Buy
32,006
+1,172
+4% +$127K 1.92% 5
2022
Q4 		$3.45M Sell
30,834
-235
-0.8% -$24K 2.08% 4
2022
Q3 		$2.92M Buy
31,069
+1,570
+5% +$140K 1.93% 5
2022
Q2 		$2.76M Sell
29,499
-169
-0.6% -$15K 1.96% 4
2022
Q1 		$2.62M Buy
29,668
+1,524
+5% +$120K 1.82% 7
2021
Q4 		$2.15M Buy
+28,144
New +$2.24M 1.38% 14

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

Comprehensive Financial Consultants Institutional's MRK Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Merck (MRK) stake by 0.49% in Q2 2026, buying an estimated $1.76K and bringing the position to 3,105 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #150.

Comprehensive Financial Consultants Institutional first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.51M in Q1 2024. 794 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 3,105 shares of Merck worth $399K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 15 Merck shares in Q2 2026, an estimated $1.76K.
  • Merck made up 0.11% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #150 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Merck position peaked at $4.51M in Q1 2024.
  • 794 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.