Cypress Point Wealth Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Sell
2,343
-540
-19% -$63.2K 0.06% 103
2026
Q1
$347K Buy
+2,883
New +$333K 0.07% 82
2025
Q3
Sell
-4,738
Closed -$375K 85
2025
Q2
$375K Buy
+4,738
New +$377K 0.09% 63
2021
Q3
Sell
-125
Closed -$10K 192
2021
Q2
$10K Buy
+125
New +$9.3K 0.01% 137
2021
Q1
Sell
-4,428
Closed -$346K 163
2020
Q4
$346K Buy
+4,428
New +$339K 0.53% 64

Other funds holding MRK

Cypress Point Wealth Management's MRK Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Merck (MRK) stake by 19% in Q2 2026, selling an estimated $63.2K and leaving 2,343 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #103.

Cypress Point Wealth Management first reported a position in MRK in Q4 2020 and has held it in 5 quarters since. The position peaked at $375K in Q2 2025. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cypress Point Wealth Management held 2,343 shares of Merck worth $301K as of Q2 2026.
  • Cypress Point Wealth Management sold 540 Merck shares in Q2 2026, an estimated $63.2K.
  • Merck made up 0.06% of Cypress Point Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Cypress Point Wealth Management first reported a position in Merck in Q4 2020 and has held it in 5 quarters since.
  • Cypress Point Wealth Management's Merck position peaked at $375K in Q2 2025.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.