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Estate Planners Group’s Merck MRK Stock Holding History

Estate Planners Group’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 Buy
+1,612
New +$189K 0.09% 66
2026
Q1 		– Sell
-128
Closed -$13.5K – 290
2025
Q4 		$13.5K Buy
+128
New +$12K 0.01% 247

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 $3.38T AUM 44.17% 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

Estate Planners Group's MRK Position: Q2 2026 in Review

Estate Planners Group opened a new position in Merck (MRK) in Q2 2026: 1,612 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #66 among its holdings. This is a return to the name: Estate Planners Group previously reported a position in MRK as recently as Q4 2025.

Estate Planners Group first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Estate Planners Group held 1,612 shares of Merck worth $207K as of Q2 2026.
  • Merck was a new Estate Planners Group position in Q2 2026.
  • Merck made up 0.09% of Estate Planners Group's portfolio in Q2 2026, its #66 holding.
  • Estate Planners Group first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.