PGF
MRK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plan Group Financial's MRK Position: Q1 2026 in Review

Plan Group Financial reduced its Merck (MRK) stake by 1.9% in Q1 2026, selling an estimated $21.6K and leaving 9,403 shares worth $1.13M. The position accounts for 0.27% of the portfolio, ranked #84.

Plan Group Financial first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Plan Group Financial held 9,403 shares of Merck worth $1.13M as of Q1 2026.
  • Plan Group Financial sold 187 Merck shares in Q1 2026, an estimated $21.6K.
  • Merck made up 0.27% of Plan Group Financial's portfolio in Q1 2026, its #84 holding.
  • Plan Group Financial first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.