CFP
MRK icon

Comprehensive Financial Planning’s Merck MRK Stock Holding History

Comprehensive 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 		$134K Buy
1,045
+1
+0.1% +$117 0.07% 131
2026
Q1 		$126K Buy
1,044
+1
+0.1% +$115 0.09% 112
2025
Q4 		$110K Hold
1,043
– – 0.07% 125
2025
Q3 		$87.6K Sell
1,043
-11
-1% -$906 0.06% 139
2025
Q2 		$83.4K Buy
1,054
+2
+0.2% +$159 0.07% 134
2025
Q1 		$94.5K Sell
1,052
-1
-0.1% -$93 0.09% 104
2024
Q4 		$105K Buy
+1,053
New +$109K 0.09% 121

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

Comprehensive Financial Planning's MRK Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Merck (MRK) stake by 0.1% in Q2 2026, buying an estimated $117 and bringing the position to 1,045 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #131.

Comprehensive Financial Planning first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Comprehensive Financial Planning held 1,045 shares of Merck worth $134K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Merck share in Q2 2026, an estimated $117.
  • Merck made up 0.07% of Comprehensive Financial Planning's portfolio in Q2 2026, its #131 holding.
  • Comprehensive Financial Planning first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.