SPL
MRK icon

Superior Planning, LLC’s Merck MRK Stock Holding History

Superior Planning, LLC’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
Q3 		$101K Buy
+695
New +$96K 0.04% 241

Other funds holding MRK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's MRK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Merck (MRK) in Q3 2026: 695 shares worth $101K. The stake represents 0.04% of the portfolio and ranks #241 among its holdings.

3,064 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Superior Planning, LLC held 695 shares of Merck worth $101K as of Q3 2026.
  • Merck was a new Superior Planning, LLC position in Q3 2026.
  • Merck made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #241 holding.
  • 3,064 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.