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Asset Planning Inc’s Merck MRK Stock Holding History

Asset Planning Inc’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 		$315K Buy
2,452
+25
+1% +$2.93K 0.2% 67
2026
Q1 		$292K Buy
2,427
+14
+0.6% +$1.62K 0.21% 64
2025
Q4 		$254K Buy
2,413
+116
+5% +$10.9K 0.18% 74
2025
Q3 		$193K Sell
2,297
-92
-4% -$7.58K 0.14% 84
2025
Q2 		$189K Sell
2,389
-205
-8% -$16.3K 0.14% 86
2025
Q1 		$233K Sell
2,594
-297
-10% -$27.7K 0.18% 73
2024
Q4 		$288K Buy
+2,891
New +$298K 0.22% 68

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 $3.37T AUM 44.26% 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

Asset Planning Inc's MRK Position: Q2 2026 in Review

Asset Planning Inc increased its Merck (MRK) stake by 1% in Q2 2026, buying an estimated $2.93K and bringing the position to 2,452 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #67.

Asset Planning Inc first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Asset Planning Inc held 2,452 shares of Merck worth $315K as of Q2 2026.
  • Asset Planning Inc bought 25 Merck shares in Q2 2026, an estimated $2.93K.
  • Merck made up 0.2% of Asset Planning Inc's portfolio in Q2 2026, its #67 holding.
  • Asset Planning Inc first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.