Plante Moran Financial Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$166K Sell
1,290
-352
-21% -$41.2K 0.01% 182
2026
Q1
$198K Sell
1,642
-1,918
-54% -$221K 0.01% 162
2025
Q4
$375K Buy
3,560
+498
+16% +$46.7K 0.02% 114
2025
Q3
$257K Buy
3,062
+25
+0.8% +$2.06K 0.02% 149
2025
Q2
$240K Buy
3,037
+917
+43% +$72.9K 0.02% 144
2025
Q1
$190K Sell
2,120
-799
-27% -$74.6K 0.02% 175
2024
Q4
$290K Buy
2,919
+126
+5% +$13K 0.02% 134
2024
Q3
$317K Sell
2,793
-11,487
-80% -$1.36M 0.03% 125
2024
Q2
$1.77M Buy
14,280
+101
+0.7% +$13K 0.18% 33
2024
Q1
$1.87M Sell
14,179
-40
-0.3% -$4.93K 0.2% 32
2023
Q4
$1.55M Buy
14,219
+39
+0.3% +$4.05K 0.16% 38
2023
Q3
$1.46M Sell
14,180
-759
-5% -$81.8K 0.18% 35
2023
Q2
$1.72M Sell
14,939
-24
-0.2% -$2.73K 0.2% 31
2023
Q1
$1.59M Sell
14,963
-2,564
-15% -$277K 0.22% 30
2022
Q4
$1.94M Buy
17,527
+11,837
+208% +$1.21M 0.28% 27
2022
Q3
$490K Sell
5,690
-363
-6% -$32.4K 0.08% 76
2022
Q2
$552K Sell
6,053
-88
-1% -$7.8K 0.09% 73
2022
Q1
$504K Sell
6,141
-669
-10% -$52.7K 0.09% 86
2021
Q4
$522K Sell
6,810
-1,546
-19% -$123K 0.09% 86
2021
Q3
$628K Sell
8,356
-10,413
-55% -$792K 0.14% 72
2021
Q2
$1.46M Sell
18,769
-15,335
-45% -$1.14M 0.35% 29
2021
Q1
$2.51M Buy
34,104
+1,887
+6% +$139K 0.69% 19
2020
Q4
$2.52M Buy
32,217
+263
+0.8% +$20.1K 0.78% 17
2020
Q3
$2.53M Buy
31,954
+24,050
+304% +$1.88M 0.89% 15
2020
Q2
$583K Sell
7,904
-805
-9% -$60.6K 0.23% 57
2020
Q1
$639K Sell
8,709
-28
-0.3% -$2.2K 0.29% 50
2019
Q4
$758K Buy
8,737
+2,203
+34% +$181K 0.26% 52
2019
Q3
$525K Sell
6,534
-651
-9% -$52.2K 0.15% 83
2019
Q2
$575K Buy
7,185
+207
+3% +$15.8K 0.18% 73
2019
Q1
$554K Buy
6,978
+891
+15% +$66.6K 0.17% 73
2018
Q4
$444K Buy
6,087
+3
+0% +$212 0.15% 84
2018
Q3
$412K Sell
6,084
-558
-8% -$35.5K 0.13% 88
2018
Q2
$385K Sell
6,642
-906
-12% -$51.1K 0.2% 92
2018
Q1
$392K Buy
7,548
+438
+6% +$23.7K 0.21% 86
2017
Q4
$382K Buy
7,110
+179
+3% +$9.92K 0.21% 83
2017
Q3
$423K Sell
6,931
-696
-9% -$42.2K 0.25% 75
2017
Q2
$466K Buy
7,627
+104
+1% +$6.33K 0.29% 71
2017
Q1
$456K Sell
7,523
-256
-3% -$15.5K 0.27% 78
2016
Q4
$437K Buy
7,779
+1,124
+17% +$65.8K 0.27% 74
2016
Q3
$396K Sell
6,655
-163
-2% -$9.53K 0.27% 81
2016
Q2
$375K Buy
6,818
+1,117
+20% +$59.4K 0.27% 77
2016
Q1
$288K Sell
5,701
-983
-15% -$48.1K 0.22% 83
2015
Q4
$337K Buy
6,684
+810
+14% +$40.8K 0.25% 75
2015
Q3
$277K Sell
5,874
-1,011
-15% -$53.7K 0.22% 85
2015
Q2
$374K Sell
6,885
-524
-7% -$29.4K 0.27% 75
2015
Q1
$406K Sell
7,409
-808
-10% -$45.8K 0.28% 73
2014
Q4
$445K Sell
8,217
-1,103
-12% -$61.5K 0.33% 62
2014
Q3
$527K Sell
9,320
-200
-2% -$11.2K 0.46% 48
2014
Q2
$526K Buy
9,520
+2,284
+32% +$125K 0.47% 50
2014
Q1
$392K Sell
7,236
-4,520
-38% -$234K 0.43% 50
2013
Q4
$561K Buy
11,756
+7,231
+160% +$331K 0.32% 49
2013
Q3
$206K Buy
4,525
+888
+24% +$40.5K 0.13% 70
2013
Q2
$161K Buy
+3,637
New +$162K 0.12% 77

Other funds holding MRK

Plante Moran Financial Advisors's MRK Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Merck (MRK) stake by 21% in Q2 2026, selling an estimated $41.2K and leaving 1,290 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #182.

Plante Moran Financial Advisors first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.53M in Q3 2020. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Plante Moran Financial Advisors held 1,290 shares of Merck worth $166K as of Q2 2026.
  • Plante Moran Financial Advisors sold 352 Merck shares in Q2 2026, an estimated $41.2K.
  • Merck made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Plante Moran Financial Advisors first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Merck position peaked at $2.53M in Q3 2020.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.