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Planning Center Inc’s Merck MRK Stock Holding History

Planning Center Inc’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 		$283K Sell
2,199
-2
-0.1% -$234 0.03% 67
2026
Q1 		$265K Buy
2,201
+69
+3% +$7.97K 0.03% 65
2025
Q4 		$224K Buy
+2,132
New +$200K 0.02% 74
2025
Q1 		– Sell
-2,163
Closed -$215K – 74
2024
Q4 		$215K Hold
2,163
– – 0.03% 66
2024
Q3 		$246K Hold
2,163
– – 0.03% 60
2024
Q2 		$268K Hold
2,163
– – 0.04% 55
2024
Q1 		$285K Hold
2,163
– – 0.06% 48
2023
Q4 		$236K Buy
2,163
+98
+5% +$10.2K 0.05% 56
2023
Q3 		$213K Sell
2,065
-139
-6% -$15K 0.06% 62
2023
Q2 		$254K Buy
+2,204
New +$250K 0.06% 57

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

Planning Center Inc's MRK Position: Q2 2026 in Review

Planning Center Inc reduced its Merck (MRK) stake by 0.09% in Q2 2026, selling an estimated $234 and leaving 2,199 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #67.

Planning Center Inc first reported a position in MRK in Q2 2023 and has held it in 10 quarters since. The position peaked at $285K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Planning Center Inc held 2,199 shares of Merck worth $283K as of Q2 2026.
  • Planning Center Inc sold 2 Merck shares in Q2 2026, an estimated $234.
  • Merck made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #67 holding.
  • Planning Center Inc first reported a position in Merck in Q2 2023 and has held it in 10 quarters since.
  • Planning Center Inc's Merck position peaked at $285K in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.