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Cyndeo Wealth Partners’s Merck MRK Stock Holding History

Cyndeo Wealth Partners’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 		$13.9M Buy
108,426
+3,929
+4% +$460K 0.66% 39
2026
Q1 		$12.6M Sell
104,497
-18,586
-15% -$2.15M 0.66% 41
2025
Q4 		$13M Buy
123,083
+2,598
+2% +$244K 0.7% 36
2025
Q3 		$10.1M Buy
120,485
+96,254
+397% +$7.93M 0.56% 45
2025
Q2 		$1.92M Sell
24,231
-302
-1% -$24K 0.11% 163
2025
Q1 		$2.2M Sell
24,533
-697
-3% -$65.1K 0.14% 153
2024
Q4 		$2.51M Sell
25,230
-122
-0.5% -$12.6K 0.17% 143
2024
Q3 		$2.88M Buy
25,352
+1,005
+4% +$119K 0.2% 133
2024
Q2 		$3.01M Buy
24,347
+4,947
+26% +$637K 0.24% 121
2024
Q1 		$2.56M Buy
19,400
+73
+0.4% +$9K 0.21% 135
2023
Q4 		$2.11M Sell
19,327
-162
-0.8% -$16.8K 0.2% 133
2023
Q3 		$2.01M Sell
19,489
-1,496
-7% -$161K 0.21% 126
2023
Q2 		$2.42M Buy
20,985
+1,759
+9% +$200K 0.25% 109
2023
Q1 		$2.05M Buy
19,226
+9,336
+94% +$1.01M 0.22% 123
2022
Q4 		$1.1M Buy
+9,890
New +$1.01M 0.13% 162

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cyndeo Wealth Partners's MRK Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Merck (MRK) stake by 3.8% in Q2 2026, buying an estimated $460K and bringing the position to 108,426 shares worth $13.9M. The position accounts for 0.66% of the portfolio, ranked #39.

Cyndeo Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 1,533 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cyndeo Wealth Partners held 108,426 shares of Merck worth $13.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 3,929 Merck shares in Q2 2026, an estimated $460K.
  • Merck made up 0.66% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Cyndeo Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.