Plan Group Financial’s Merck MRK Stock Holding History

Plan Group Financial’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	$1.33M	Buy	8,984 +720	+9%	+$99.5K	0.26%	79
2026 Q2	$1.06M	Sell	8,264 -1,139	-12%	-$133K	0.22%	86
2026 Q1	$1.13M	Sell	9,403 -187	-2%	-$21.6K	0.27%	84
2025 Q4	$1.01M	Buy	9,590 +885	+10%	+$83.1K	0.26%	86
2025 Q3	$731K	Sell	8,705 -1,418	-14%	-$117K	0.2%	103
2025 Q2	$801K	Buy	10,123 +2,868	+40%	+$228K	0.26%	90
2025 Q1	$651K	Buy	7,255 +4,472	+161%	+$418K	0.23%	81
2024 Q4	$277K	Buy	2,783 +207	+8%	+$21.3K	0.15%	94
2024 Q3	$293K	Buy	+2,576	New	+$306K	0.15%	90

Other funds holding MRK

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Plan Group Financial's MRK Position: Q3 2026 in Review

Plan Group Financial increased its Merck (MRK) stake by 8.7% in Q3 2026, buying an estimated $99.5K and bringing the position to 8,984 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #79.

Plan Group Financial first reported a position in MRK in Q3 2024 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Plan Group Financial held 8,984 shares of Merck worth $1.33M as of Q3 2026.
Plan Group Financial bought 720 Merck shares in Q3 2026, an estimated $99.5K.
Merck made up 0.26% of Plan Group Financial's portfolio in Q3 2026, its #79 holding.
Plan Group Financial first reported a position in Merck in Q3 2024 and has held it in 9 quarters since.
1,277 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.