CPG
MRK icon

Cornerstone Planning Group’s Merck MRK Stock Holding History

Cornerstone Planning Group’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 		$387K Buy
3,033
+53
+2% +$6.2K 0.05% 122
2026
Q1 		$337K Buy
2,980
+295
+11% +$34.1K 0.05% 123
2025
Q4 		$287K Sell
2,685
-637
-19% -$59.8K 0.04% 118
2025
Q3 		$287K Buy
3,322
+420
+14% +$34.6K 0.05% 112
2025
Q2 		$234K Sell
2,902
-20
-0.7% -$1.59K 0.05% 78
2025
Q1 		$230K Buy
2,922
+801
+38% +$74.8K 0.06% 80
2024
Q4 		$208K Buy
2,121
+703
+50% +$72.5K 0.05% 70
2024
Q3 		$147K Sell
1,418
-37
-3% -$4.4K 0.04% 93
2024
Q2 		$163K Sell
1,455
-49
-3% -$6.31K 0.05% 89
2024
Q1 		$192K Sell
1,504
-108
-7% -$13.3K 0.06% 76
2023
Q4 		$176K Sell
1,612
-166
-9% -$17.2K 0.06% 88
2023
Q3 		$183K Buy
1,778
+367
+26% +$39.6K 0.07% 81
2023
Q2 		$163K Buy
+1,411
New +$160K 0.06% 98
2022
Q4 		$227K Buy
+2,065
New +$211K 0.1% 90

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cornerstone Planning Group's MRK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Merck (MRK) stake by 1.8% in Q2 2026, buying an estimated $6.2K and bringing the position to 3,033 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #122.

Cornerstone Planning Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cornerstone Planning Group held 3,033 shares of Merck worth $387K as of Q2 2026.
  • Cornerstone Planning Group bought 53 Merck shares in Q2 2026, an estimated $6.2K.
  • Merck made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #122 holding.
  • Cornerstone Planning Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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