Creative Planning’s Merck MRK Stock Holding History

Creative 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
2021 Q1	–	Sell	-1,048	Closed	-$12K	–	2679
2020 Q4	$12K	Buy	1,048 +524	+100%	+$40.1K	﹤0.01%	2215
2020 Q3	$10K	Sell	524 -734	-58%	-$57.5K	﹤0.01%	2013
2020 Q2	$12K	Buy	1,258 +734	+140%	+$55.3K	﹤0.01%	1868
2020 Q1	$9K	Buy	+524	New	+$41.2K	﹤0.01%	1772
2018 Q2	–	Sell	-5,240	Closed	-$2K	–	2135
2018 Q1	$2K	Buy	+5,240	New	+$283K	﹤0.01%	1990
2015 Q2	–	Sell	-1,048	Closed	-$2K	–	2279
2015 Q1	$2K	Sell	1,048 -1,048	-50%	-$59.3K	﹤0.01%	3889
2014 Q4	$4K	Buy	+2,096	New	+$117K	﹤0.01%	3601

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's MRK Position: Q1 2026 in Review

Creative Planning increased its Merck (MRK) stake by 4.9% in Q1 2026, buying an estimated $7.12M and bringing the position to 1,308,297 shares worth $157M. The position accounts for 0.11% of the portfolio, ranked #88.

Creative Planning first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Creative Planning held 1,308,297 shares of Merck worth $157M as of Q1 2026.
Creative Planning bought 61,646 Merck shares in Q1 2026, an estimated $7.12M.
Merck made up 0.11% of Creative Planning's portfolio in Q1 2026, its #88 holding.
Creative Planning first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.