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Plan A Wealth’s Merck MRK Stock Holding History

Plan A Wealth’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
Q3 		$687K Sell
4,730
-130
-3% -$18K 0.25% 58
2026
Q2 		$625K Buy
4,860
+52
+1% +$6.09K 0.27% 62
2026
Q1 		$578K Sell
4,808
-67
-1% -$7.74K 0.28% 64
2025
Q4 		$513K Sell
4,875
-44
-0.9% -$4.13K 0.25% 66
2025
Q3 		$413K Buy
4,919
+1
+0% +$82 0.21% 90
2025
Q2 		$389K Buy
4,918
+55
+1% +$4.37K 0.22% 90
2025
Q1 		$437K Sell
4,863
-303
-6% -$28.3K 0.34% 50
2024
Q4 		$514K Buy
+5,166
New +$533K 0.47% 44

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Plan A Wealth's MRK Position: Q3 2026 in Review

Plan A Wealth reduced its Merck (MRK) stake by 2.7% in Q3 2026, selling an estimated $18K and leaving 4,730 shares worth $687K. The position accounts for 0.25% of the portfolio, ranked #58.

Plan A Wealth first reported a position in MRK in Q4 2024 and has held it in 8 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Plan A Wealth held 4,730 shares of Merck worth $687K as of Q3 2026.
  • Plan A Wealth sold 130 Merck shares in Q3 2026, an estimated $18K.
  • Merck made up 0.25% of Plan A Wealth's portfolio in Q3 2026, its #58 holding.
  • Plan A Wealth first reported a position in Merck in Q4 2024 and has held it in 8 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.