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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
Q2 		$750K Buy
5,834
+218
+4% +$25.5K 0.12% 158
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 $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 $3.37T AUM 44.26% 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

Holistic Planning's MRK Position: Q2 2026 in Review

Holistic Planning increased its Merck (MRK) stake by 3.9% in Q2 2026, buying an estimated $25.5K and bringing the position to 5,834 shares worth $750K. The position accounts for 0.12% of the portfolio, ranked #158.

Holistic Planning first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $789K in Q3 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Holistic Planning held 5,834 shares of Merck worth $750K as of Q2 2026.
  • Holistic Planning bought 218 Merck shares in Q2 2026, an estimated $25.5K.
  • Merck made up 0.12% of Holistic Planning's portfolio in Q2 2026, its #158 holding.
  • Holistic Planning first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's Merck position peaked at $789K in Q3 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.