Cornerstone Advisory’s Merck MRK Stock Holding History

Cornerstone Advisory’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	$1.4M	Buy	10,923 +448	+4%	+$52.4K	0.12%	103
2026 Q1	$1.26M	Buy	10,475 +107	+1%	+$12.4K	0.12%	97
2025 Q4	$1.09M	Sell	10,368 -333	-3%	-$31.3K	0.1%	96
2025 Q3	$898K	Sell	10,701 -2,793	-21%	-$230K	0.09%	102
2025 Q2	$1.07M	Buy	13,494 +53	+0.4%	+$4.21K	0.11%	92
2025 Q1	$1.06M	Buy	13,441 +316	+2%	+$29.5K	0.12%	89
2024 Q4	$1.09M	Buy	13,125 +340	+3%	+$35.1K	0.12%	86
2024 Q3	$1.45M	Sell	12,785 -179	-1%	-$21.3K	0.19%	69
2024 Q2	$1.6M	Sell	12,964 -640	-5%	-$82.4K	0.23%	66
2024 Q1	$1.8M	Buy	13,604 +368	+3%	+$45.4K	0.26%	64
2023 Q4	$1.44M	Buy	13,236 +1,933	+17%	+$201K	0.23%	67
2023 Q3	$1.16M	Buy	11,303 +126	+1%	+$13.6K	0.2%	70
2023 Q2	$1.29M	Sell	11,177 -1,101	-9%	-$125K	0.23%	65
2023 Q1	$1.31M	Sell	12,278 -889	-7%	-$96K	0.24%	66
2022 Q4	$1.46M	Buy	13,167 +672	+5%	+$68.7K	0.29%	55
2022 Q3	$1.08M	Buy	12,495 +35	+0.3%	+$3.12K	0.24%	66
2022 Q2	$1.14M	Sell	12,460 -6,911	-36%	-$613K	0.26%	61
2022 Q1	$1.59M	Buy	19,371 +908	+5%	+$71.6K	0.24%	70
2021 Q4	$1.42M	Sell	18,463 -2,080	-10%	-$166K	0.2%	82
2021 Q3	$1.54M	Buy	20,543 +2,302	+13%	+$175K	0.26%	69
2021 Q2	$1.42M	Buy	18,241 +2,601	+17%	+$193K	0.24%	78
2021 Q1	$1.15M	Buy	15,640 +928	+6%	+$68.5K	0.22%	85
2020 Q4	$1.15M	Buy	14,712 +456	+3%	+$34.9K	0.23%	82
2020 Q3	$1.13M	Buy	14,256 +210	+1%	+$16.4K	0.26%	73
2020 Q2	$1.04M	Buy	14,046 +4,185	+42%	+$315K	0.27%	71
2020 Q1	$724K	Sell	9,861 -382	-4%	-$30K	0.22%	75
2019 Q4	$889K	Buy	10,243 +614	+6%	+$50.4K	0.18%	78
2019 Q3	$773K	Buy	9,629 +189	+2%	+$15.1K	0.17%	81
2019 Q2	$755K	Sell	9,440 -313	-3%	-$24K	0.16%	82
2019 Q1	$774K	Sell	9,753 -72	-0.7%	-$5.38K	0.17%	83
2018 Q4	$716K	Buy	9,825 +65	+0.7%	+$4.59K	0.19%	81
2018 Q3	$661K	Sell	9,760 -478	-5%	-$30.5K	0.2%	76
2018 Q2	$593K	Sell	10,238 -336	-3%	-$19K	0.2%	78
2018 Q1	$550K	Sell	10,574 -1,941	-16%	-$105K	0.2%	81
2017 Q4	$672K	Sell	12,515 -213	-2%	-$11.8K	0.23%	80
2017 Q3	$778K	Buy	12,728 +1,085	+9%	+$65.8K	0.26%	67
2017 Q2	$712K	Buy	11,643 +45	+0.4%	+$2.74K	0.24%	71
2017 Q1	$703K	Buy	11,598 +11	+0.1%	+$667	0.35%	46
2016 Q4	$651K	Sell	11,587 -165	-1%	-$9.66K	0.49%	38
2016 Q3	$700K	Buy	11,752 +317	+3%	+$18.5K	0.57%	28
2016 Q2	$629K	Buy	11,435 +4	+0%	+$213	0.53%	31
2016 Q1	$577K	Sell	11,431 -891	-7%	-$43.6K	0.49%	34
2015 Q4	$621K	Buy	+12,322	New	+$621K	0.53%	31

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cornerstone Advisory's MRK Position: Q2 2026 in Review

Cornerstone Advisory increased its Merck (MRK) stake by 4.3% in Q2 2026, buying an estimated $52.4K and bringing the position to 10,923 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #103.

Cornerstone Advisory first reported a position in MRK in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.8M in Q1 2024. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Cornerstone Advisory held 10,923 shares of Merck worth $1.4M as of Q2 2026.
Cornerstone Advisory bought 448 Merck shares in Q2 2026, an estimated $52.4K.
Merck made up 0.12% of Cornerstone Advisory's portfolio in Q2 2026, its #103 holding.
Cornerstone Advisory first reported a position in Merck in Q4 2015 and has held it in 43 quarters since.
Cornerstone Advisory's Merck position peaked at $1.8M in Q1 2024.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.