CFFP
MRK icon

Center for Financial Planning’s Merck MRK Stock Holding History

Center for Financial Planning’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 		$1.47M Sell
11,433
-44
-0.4% -$5.15K 0.14% 56
2026
Q1 		$1.38M Sell
11,477
-633
-5% -$73.1K 0.14% 56
2025
Q4 		$1.27M Buy
12,110
+98
+0.8% +$9.2K 0.13% 57
2025
Q3 		$1.01M Buy
12,012
+343
+3% +$28.3K 0.11% 64
2025
Q2 		$924K Sell
11,669
-3,779
-24% -$300K 0.11% 67
2025
Q1 		$1.39M Buy
15,448
+643
+4% +$60K 0.18% 50
2024
Q4 		$1.47M Buy
14,805
+125
+0.9% +$12.9K 0.2% 47
2024
Q3 		$1.67M Sell
14,680
-483
-3% -$57.4K 0.23% 40
2024
Q2 		$1.88M Buy
15,163
+195
+1% +$25.1K 0.27% 33
2024
Q1 		$1.98M Sell
14,968
-76
-0.5% -$9.37K 0.3% 31
2023
Q4 		$1.64M Buy
15,044
+22
+0.1% +$2.28K 0.3% 34
2023
Q3 		$1.55M Buy
15,022
+789
+6% +$85K 0.33% 33
2023
Q2 		$1.64M Buy
14,233
+154
+1% +$17.5K 0.34% 31
2023
Q1 		$1.5M Buy
14,079
+592
+4% +$63.9K 0.35% 32
2022
Q4 		$1.5M Sell
13,487
-2,098
-13% -$214K 0.36% 31
2022
Q3 		$1.34M Buy
15,585
+153
+1% +$13.7K 0.36% 32
2022
Q2 		$1.41M Sell
15,432
-1,806
-10% -$160K 0.36% 31
2022
Q1 		$1.41M Buy
17,238
+1,772
+11% +$140K 0.29% 38
2021
Q4 		$1.19M Buy
15,466
+4,094
+36% +$326K 0.24% 47
2021
Q3 		$854K Sell
11,372
-2,718
-19% -$207K 0.21% 56
2021
Q2 		$1.1M Sell
14,090
-652
-4% -$48.5K 0.27% 46
2021
Q1 		$1.08M Buy
14,742
+598
+4% +$44.1K 0.28% 44
2020
Q4 		$1.1M Hold
14,144
– – 0.31% 36
2020
Q3 		$1.12M Buy
14,144
+101
+0.7% +$7.91K 0.36% 32
2020
Q2 		$1.04M Sell
14,043
-495
-3% -$37.3K 0.36% 35
2020
Q1 		$1.07M Buy
14,538
+606
+4% +$47.6K 0.36% 28
2019
Q4 		$1.21M Buy
+13,932
New +$1.14M 0.3% 28

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

Center for Financial Planning's MRK Position: Q2 2026 in Review

Center for Financial Planning reduced its Merck (MRK) stake by 0.38% in Q2 2026, selling an estimated $5.15K and leaving 11,433 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #56.

Center for Financial Planning first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.98M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Center for Financial Planning held 11,433 shares of Merck worth $1.47M as of Q2 2026.
  • Center for Financial Planning sold 44 Merck shares in Q2 2026, an estimated $5.15K.
  • Merck made up 0.14% of Center for Financial Planning's portfolio in Q2 2026, its #56 holding.
  • Center for Financial Planning first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Merck position peaked at $1.98M in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.