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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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.