Creative Planning
MRK icon

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
2015
Q4 		– Sell
-3,144
Closed -$10K – 4510
2015
Q3 		$10K Buy
+3,144
New +$167K ﹤0.01% 3208
2015
Q2 		– Sell
-3,144
Closed -$5K – 2280
2015
Q1 		$5K Buy
+3,144
New +$178K ﹤0.01% 3541

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

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.