Essential Planning’s Merck MRK Stock Holding History

Essential 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
2025 Q1	–	Sell	-24,395	Closed	-$2.52M	–	220
2024 Q4	$2.52M	Buy	+24,395	New	+$2.51M	0.02%	173

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essential Planning's MRK Position: Q1 2025 in Review

Essential Planning sold out of Merck (MRK) in Q1 2025, closing a stake of 24,395 shares — an estimated $2.52M sold.

Essential Planning first reported a position in MRK in Q4 2024 and held it in 1 quarter. The position peaked at $2.52M in Q4 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Essential Planning reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 24,395 Merck shares in Q1 2025, an estimated $2.52M.
Essential Planning first reported a position in Merck in Q4 2024 and held it in 1 quarter.
Essential Planning's Merck position peaked at $2.52M in Q4 2024.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.