EFP
MRK icon

Envision Financial Planning’s Merck MRK Stock Holding History

Envision 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 		$207K Sell
1,610
-113
-7% -$13.2K 0.07% 54
2026
Q1 		$207K Buy
+1,723
New +$199K 0.08% 49
2024
Q3 		– Sell
-1,683
Closed -$208K – 37
2024
Q2 		$208K Buy
1,683
+1
+0.1% +$129 0.16% 29
2024
Q1 		$222K Buy
+1,682
New +$207K 0.18% 26

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

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

Envision Financial Planning reduced its Merck (MRK) stake by 6.6% in Q2 2026, selling an estimated $13.2K and leaving 1,610 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #54.

Envision Financial Planning first reported a position in MRK in Q1 2024 and has held it in 4 quarters since. The position peaked at $222K in Q1 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Envision Financial Planning held 1,610 shares of Merck worth $207K as of Q2 2026.
  • Envision Financial Planning sold 113 Merck shares in Q2 2026, an estimated $13.2K.
  • Merck made up 0.07% of Envision Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Envision Financial Planning first reported a position in Merck in Q1 2024 and has held it in 4 quarters since.
  • Envision Financial Planning's Merck position peaked at $222K in Q1 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.