Planning Alternatives’s Merck MRK Stock Holding History

Planning Alternatives’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	$440K	Sell	3,428 -170	-5%	-$19.9K	0.05%	79
2026 Q1	$433K	Buy	3,598 +1,471	+69%	+$170K	0.06%	64
2025 Q4	$224K	Buy	+2,127	New	+$200K	0.03%	86

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planning Alternatives's MRK Position: Q2 2026 in Review

Planning Alternatives reduced its Merck (MRK) stake by 4.7% in Q2 2026, selling an estimated $19.9K and leaving 3,428 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #79.

Planning Alternatives first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,326 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Planning Alternatives held 3,428 shares of Merck worth $440K as of Q2 2026.
Planning Alternatives sold 170 Merck shares in Q2 2026, an estimated $19.9K.
Merck made up 0.05% of Planning Alternatives's portfolio in Q2 2026, its #79 holding.
Planning Alternatives first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,326 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.