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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's MRK Position: Q2 2026 in Review

Creative Planning increased its Merck (MRK) stake by 3.6% in Q2 2026, buying an estimated $5.44M and bringing the position to 1,354,765 shares worth $174M. The position accounts for 0.1% of the portfolio, ranked #91.

Creative Planning first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Creative Planning held 1,354,765 shares of Merck worth $174M as of Q2 2026.
Creative Planning bought 46,468 Merck shares in Q2 2026, an estimated $5.44M.
Merck made up 0.1% of Creative Planning's portfolio in Q2 2026, its #91 holding.
Creative Planning first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.