Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$392K Hold
3,048
0.11% 73
2026
Q1
$367K Hold
3,048
0.12% 68
2025
Q4
$321K Buy
+3,048
New +$286K 0.11% 77

Other funds holding MRK

CPA Asset Management's MRK Position: Q2 2026 in Review

CPA Asset Management held its Merck (MRK) position steady in Q2 2026 at 3,048 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #73.

CPA Asset Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CPA Asset Management held 3,048 shares of Merck worth $392K as of Q2 2026.
  • CPA Asset Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.11% of CPA Asset Management's portfolio in Q2 2026, its #73 holding.
  • CPA Asset Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.