PlanVest Financial’s Merck MRK Stock Holding History

PlanVest Financial’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	$144K	Buy	1,123 +2	+0.2%	+$234	0.1%	128
2026 Q1	$135K	Buy	+1,121	New	+$129K	0.1%	117

Other funds holding MRK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PlanVest Financial's MRK Position: Q2 2026 in Review

PlanVest Financial increased its Merck (MRK) stake by 0.18% in Q2 2026, buying an estimated $234 and bringing the position to 1,123 shares worth $144K. The position accounts for 0.1% of the portfolio, ranked #128.

PlanVest Financial first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,688 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

PlanVest Financial held 1,123 shares of Merck worth $144K as of Q2 2026.
PlanVest Financial bought 2 Merck shares in Q2 2026, an estimated $234.
Merck made up 0.1% of PlanVest Financial's portfolio in Q2 2026, its #128 holding.
PlanVest Financial first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,688 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.