HP
MRK icon

Holistic Planning’s Merck MRK Stock Holding History

Holistic 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
Q1 		$676K Sell
5,616
-188
-3% -$21.7K 0.13% 146
2025
Q4 		$611K Sell
5,804
-1,281
-18% -$120K 0.13% 143
2025
Q3 		$595K Buy
7,085
+103
+1% +$8.48K 0.16% 110
2025
Q2 		$553K Buy
6,982
+349
+5% +$27.7K 0.16% 113
2025
Q1 		$595K Sell
6,633
-94
-1% -$8.78K 0.2% 89
2024
Q4 		$669K Sell
6,727
-224
-3% -$23.1K 0.24% 79
2024
Q3 		$789K Buy
6,951
+1,144
+20% +$136K 0.33% 62
2024
Q2 		$766K Hold
5,807
– – 0.59% 48
2024
Q1 		$766K Buy
5,807
+53
+0.9% +$6.53K 0.58% 48
2023
Q4 		$627K Buy
+5,754
New +$597K 0.53% 52

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Planning's MRK Position: Q1 2026 in Review

Holistic Planning reduced its Merck (MRK) stake by 3.2% in Q1 2026, selling an estimated $21.7K and leaving 5,616 shares worth $676K. The position accounts for 0.13% of the portfolio, ranked #146.

Holistic Planning first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $789K in Q3 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Holistic Planning held 5,616 shares of Merck worth $676K as of Q1 2026.
  • Holistic Planning sold 188 Merck shares in Q1 2026, an estimated $21.7K.
  • Merck made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #146 holding.
  • Holistic Planning first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's Merck position peaked at $789K in Q3 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.