CGF
MRK icon

Constant Guidance Financial’s Merck MRK Stock Holding History

Constant Guidance Financial’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 		$1.21M Buy
+9,440
New +$1.1M 0.76% 26
2025
Q3 		– Sell
-10,680
Closed -$845K – 44
2025
Q2 		$845K Buy
+10,680
New +$849K 0.85% 26

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

Constant Guidance Financial's MRK Position: Q2 2026 in Review

Constant Guidance Financial opened a new position in Merck (MRK) in Q2 2026: 9,440 shares worth $1.21M. The stake represents 0.76% of the portfolio and ranks #26 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in MRK as recently as Q2 2025.

Constant Guidance Financial first reported a position in MRK in Q2 2025 and has held it in 2 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Constant Guidance Financial held 9,440 shares of Merck worth $1.21M as of Q2 2026.
  • Merck was a new Constant Guidance Financial position in Q2 2026.
  • Merck made up 0.76% of Constant Guidance Financial's portfolio in Q2 2026, its #26 holding.
  • Constant Guidance Financial first reported a position in Merck in Q2 2025 and has held it in 2 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.