Planned Solutions
MRK icon

Planned Solutions’s Merck MRK Stock Holding History

Planned Solutions’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 		$997K Sell
6,860
-36
-0.5% -$4.98K 0.27% 46
2026
Q2 		$886K Buy
6,896
+170
+3% +$19.9K 0.25% 49
2026
Q1 		$809K Buy
6,726
+90
+1% +$10.4K 0.26% 44
2025
Q4 		$699K Buy
6,636
+796
+14% +$74.7K 0.22% 52
2025
Q3 		$490K Buy
5,840
+3
+0.1% +$247 0.17% 67
2025
Q2 		$462K Buy
5,837
+2,374
+69% +$189K 0.18% 65
2025
Q1 		$311K Sell
3,463
-100
-3% -$9.34K 0.13% 80
2024
Q4 		$354K Sell
3,563
-438
-11% -$45.2K 0.14% 67
2024
Q3 		$454K Sell
4,001
-51
-1% -$6.06K 0.18% 59
2024
Q2 		$502K Sell
4,052
-45
-1% -$5.8K 0.24% 45
2024
Q1 		$541K Hold
4,097
– – 0.27% 45
2023
Q4 		$447K Hold
4,097
– – 0.21% 45
2023
Q3 		$422K Buy
4,097
+33
+0.8% +$3.56K 0.25% 46
2023
Q2 		$469K Buy
4,064
+51
+1% +$5.79K 0.28% 44
2023
Q1 		$427K Hold
4,013
– – 0.27% 43
2022
Q4 		$445K Buy
4,013
+220
+6% +$22.5K 0.33% 40
2022
Q3 		$327K Hold
3,793
– – 0.27% 44
2022
Q2 		$346K Buy
3,793
+400
+12% +$35.5K 0.32% 41
2022
Q1 		$278K Hold
3,393
– – 0.19% 58
2021
Q4 		$260K Buy
+3,393
New +$270K 0.17% 65
2021
Q2 		$264K Sell
3,393
-163
-5% -$12.1K 0.18% 58
2021
Q1 		$262K Hold
3,556
– – 0.2% 52
2020
Q4 		$278K Hold
3,556
– – 0.22% 43
2020
Q3 		$281K Buy
+3,556
New +$279K 0.27% 40

Other funds holding MRK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Planned Solutions's MRK Position: Q3 2026 in Review

Planned Solutions reduced its Merck (MRK) stake by 0.52% in Q3 2026, selling an estimated $4.98K and leaving 6,860 shares worth $997K. The position accounts for 0.27% of the portfolio, ranked #46.

Planned Solutions first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. 2,088 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Planned Solutions held 6,860 shares of Merck worth $997K as of Q3 2026.
  • Planned Solutions sold 36 Merck shares in Q3 2026, an estimated $4.98K.
  • Merck made up 0.27% of Planned Solutions's portfolio in Q3 2026, its #46 holding.
  • Planned Solutions first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • 2,088 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.