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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planned Solutions's MRK Position: Q2 2026 in Review

Planned Solutions increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 6,896 shares worth $886K. The position accounts for 0.25% of the portfolio, ranked #49.

Planned Solutions first reported a position in MRK in Q3 2020 and has held it in 23 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Planned Solutions held 6,896 shares of Merck worth $886K as of Q2 2026.
  • Planned Solutions bought 170 Merck shares in Q2 2026, an estimated $19.9K.
  • Merck made up 0.25% of Planned Solutions's portfolio in Q2 2026, its #49 holding.
  • Planned Solutions first reported a position in Merck in Q3 2020 and has held it in 23 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.