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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
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

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

Plan A Wealth's MRK Position: Q2 2026 in Review

Plan A Wealth increased its Merck (MRK) stake by 1.1% in Q2 2026, buying an estimated $6.09K and bringing the position to 4,860 shares worth $625K. The position accounts for 0.27% of the portfolio, ranked #62.

Plan A Wealth first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Plan A Wealth held 4,860 shares of Merck worth $625K as of Q2 2026.
  • Plan A Wealth bought 52 Merck shares in Q2 2026, an estimated $6.09K.
  • Merck made up 0.27% of Plan A Wealth's portfolio in Q2 2026, its #62 holding.
  • Plan A Wealth first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.