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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
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

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 Group Financial's MRK Position: Q2 2026 in Review

Plan Group Financial reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $133K and leaving 8,264 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #86.

Plan Group Financial first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2026. 3,837 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Plan Group Financial held 8,264 shares of Merck worth $1.06M as of Q2 2026.
  • Plan Group Financial sold 1,139 Merck shares in Q2 2026, an estimated $133K.
  • Merck made up 0.22% of Plan Group Financial's portfolio in Q2 2026, its #86 holding.
  • Plan Group Financial first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • Plan Group Financial's Merck position peaked at $1.13M in Q1 2026.
  • 3,837 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.