FWP
MRK icon

Falcon Wealth Planning’s Merck MRK Stock Holding History

Falcon Wealth 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 		$520K Sell
4,045
-381
-9% -$44.6K 0.03% 141
2026
Q1 		$533K Buy
4,426
+65
+1% +$7.5K 0.04% 129
2025
Q4 		$459K Buy
4,361
+1,179
+37% +$111K 0.04% 126
2025
Q3 		$267K Buy
3,182
+397
+14% +$32.7K 0.02% 159
2025
Q2 		$220K Sell
2,785
-235
-8% -$18.7K 0.02% 165
2025
Q1 		$271K Buy
3,020
+318
+12% +$29.7K 0.03% 146
2024
Q4 		$269K Sell
2,702
-65
-2% -$6.7K 0.03% 139
2024
Q3 		$314K Buy
2,767
+194
+8% +$23K 0.04% 119
2024
Q2 		$319K Buy
2,573
+161
+7% +$20.7K 0.04% 103
2024
Q1 		$318K Buy
2,412
+34
+1% +$4.19K 0.05% 108
2023
Q4 		$259K Buy
+2,378
New +$247K 0.05% 109

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return