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Cottonwood Capital Advisors’s Merck MRK Stock Holding History

Cottonwood Capital Advisors’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 		$765K Hold
5,954
– – 0.46% 41
2026
Q1 		$716K Hold
5,954
– – 0.51% 42
2025
Q4 		$627K Hold
5,954
– – 0.45% 47
2025
Q3 		$500K Sell
5,954
-221
-4% -$18.2K 0.36% 57
2025
Q2 		$489K Buy
6,175
+46
+0.8% +$3.66K 0.33% 64
2025
Q1 		$550K Hold
6,129
– – 0.4% 55
2024
Q4 		$610K Sell
6,129
-78
-1% -$8.04K 0.44% 52
2024
Q3 		$705K Sell
6,207
-142
-2% -$16.9K 0.52% 48
2024
Q2 		$800K Sell
6,349
-39
-0.6% -$5.02K 0.63% 40
2024
Q1 		$806K Sell
6,388
-30
-0.5% -$3.7K 0.64% 42
2023
Q4 		$700K Sell
6,418
-102
-2% -$10.6K 0.58% 45
2023
Q3 		$671K Sell
6,520
-110
-2% -$11.9K 0.63% 44
2023
Q2 		$765K Sell
6,630
-143
-2% -$16.2K 0.7% 39
2023
Q1 		$721K Sell
6,773
-45
-0.7% -$4.86K 0.66% 42
2022
Q4 		$756K Sell
6,818
-252
-4% -$25.8K 0.68% 41
2022
Q3 		$609K Sell
7,070
-3
-0% -$268 0.58% 45
2022
Q2 		$645K Sell
7,073
-50
-0.7% -$4.43K 0.58% 46
2022
Q1 		$584K Sell
7,123
-308
-4% -$24.3K 0.46% 52
2021
Q4 		$570K Buy
+7,431
New +$592K 0.44% 52

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Cottonwood Capital Advisors's MRK Position: Q2 2026 in Review

Cottonwood Capital Advisors held its Merck (MRK) position steady in Q2 2026 at 5,954 shares worth $765K. The position accounts for 0.46% of the portfolio, ranked #41.

Cottonwood Capital Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $806K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cottonwood Capital Advisors held 5,954 shares of Merck worth $765K as of Q2 2026.
  • Cottonwood Capital Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.46% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Cottonwood Capital Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's Merck position peaked at $806K in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.