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Cypress Wealth Services’s Merck MRK Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-4,528
Closed -$358K – 428
2020
Q3 		$358K Buy
+4,528
New +$355K 0.09% 172

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Cypress Wealth Services's MRK Position: Q2 2026 in Review

Cypress Wealth Services reduced its Merck (MRK) stake by 1.1% in Q2 2026, selling an estimated $18.3K and leaving 13,738 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #81.

Cypress Wealth Services first reported a position in MRK in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.11M in Q3 2019. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cypress Wealth Services held 13,738 shares of Merck worth $1.77M as of Q2 2026.
  • Cypress Wealth Services sold 156 Merck shares in Q2 2026, an estimated $18.3K.
  • Merck made up 0.22% of Cypress Wealth Services's portfolio in Q2 2026, its #81 holding.
  • Cypress Wealth Services first reported a position in Merck in Q4 2017 and has held it in 28 quarters since.
  • Cypress Wealth Services's Merck position peaked at $2.11M in Q3 2019.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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