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Personal CFO Solutions’s Merck MRK Stock Holding History

Personal CFO Solutions’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 		$3.17M Buy
24,511
+607
+3% +$71K 0.46% 33
2026
Q1 		$2.9M Sell
23,904
-535
-2% -$61.8K 0.41% 41
2025
Q4 		$2.57M Sell
24,439
-2
-0% -$188 0.41% 38
2025
Q3 		$2.05M Sell
24,441
-652
-3% -$53.7K 0.36% 48
2025
Q2 		$1.99M Sell
25,093
-28,729
-53% -$2.28M 0.37% 49
2025
Q1 		$4.83M Sell
53,822
-406
-0.7% -$37.9K 0.98% 15
2024
Q4 		$5.39M Sell
54,228
-2,953
-5% -$304K 1.06% 13
2024
Q3 		$6.49M Buy
57,181
+5,874
+11% +$698K 0.91% 18
2024
Q2 		$6.35M Buy
51,307
+1,462
+3% +$188K 0.98% 18
2024
Q1 		$6.58M Buy
49,845
+6,448
+15% +$795K 1.03% 15
2023
Q4 		$4.73M Sell
43,397
-656
-1% -$68.1K 0.82% 21
2023
Q3 		$4.54M Buy
44,053
+589
+1% +$63.5K 0.9% 20
2023
Q2 		$5.02M Sell
43,464
-1,984
-4% -$225K 1.02% 20
2023
Q1 		$4.84M Sell
45,448
-948
-2% -$102K 1% 19
2022
Q4 		$5.15M Sell
46,396
-5,931
-11% -$606K 1.09% 15
2022
Q3 		$4.51M Sell
52,327
-2,612
-5% -$233K 1.13% 19
2022
Q2 		$5.01M Buy
54,939
+7,351
+15% +$652K 1.17% 17
2022
Q1 		$3.9M Sell
47,588
-489
-1% -$38.6K 0.77% 25
2021
Q4 		$3.69M Buy
48,077
+2,822
+6% +$225K 0.69% 26
2021
Q3 		$3.4M Buy
45,255
+51
+0.1% +$3.88K 0.7% 26
2021
Q2 		$3.52M Sell
45,204
-1,775
-4% -$132K 0.72% 28
2021
Q1 		$3.46M Buy
46,979
+789
+2% +$58.2K 0.75% 26
2020
Q4 		$3.6M Sell
46,190
-1,969
-4% -$151K 0.89% 24
2020
Q3 		$4M Buy
48,159
+1,137
+2% +$89.1K 1.33% 20
2020
Q2 		$3.47M Buy
47,022
+1,747
+4% +$132K 1.03% 21
2020
Q1 		$3.32M Sell
45,275
-2,443
-5% -$192K 1.19% 16
2019
Q4 		$4.16M Buy
47,718
+4,036
+9% +$332K 1.19% 13
2019
Q3 		$3.51M Buy
+43,682
New +$3.5M 1.4% 12

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal CFO Solutions's MRK Position: Q2 2026 in Review

Personal CFO Solutions increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $71K and bringing the position to 24,511 shares worth $3.17M. The position accounts for 0.46% of the portfolio, ranked #33.

Personal CFO Solutions first reported a position in MRK in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.58M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Personal CFO Solutions held 24,511 shares of Merck worth $3.17M as of Q2 2026.
  • Personal CFO Solutions bought 607 Merck shares in Q2 2026, an estimated $71K.
  • Merck made up 0.46% of Personal CFO Solutions's portfolio in Q2 2026, its #33 holding.
  • Personal CFO Solutions first reported a position in Merck in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Merck position peaked at $6.58M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.