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Financial Planning Hawaii’s Merck MRK Stock Holding History

Financial Planning Hawaii’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 		$706K Sell
5,491
-640
-10% -$74.9K 0.38% 62
2026
Q1 		$737K Sell
6,131
-315
-5% -$36.4K 0.43% 54
2025
Q4 		$679K Buy
+6,446
New +$605K 0.39% 65

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Planning Hawaii reduced its Merck (MRK) stake by 10% in Q2 2026, selling an estimated $74.9K and leaving 5,491 shares worth $706K. The position accounts for 0.38% of the portfolio, ranked #62.

Financial Planning Hawaii first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $737K in Q1 2026. 2,385 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Financial Planning Hawaii held 5,491 shares of Merck worth $706K as of Q2 2026.
  • Financial Planning Hawaii sold 640 Merck shares in Q2 2026, an estimated $74.9K.
  • Merck made up 0.38% of Financial Planning Hawaii's portfolio in Q2 2026, its #62 holding.
  • Financial Planning Hawaii first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Merck position peaked at $737K in Q1 2026.
  • 2,385 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.