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Plato Investment Management’s Merck MRK Stock Holding History

Plato Investment Management’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
Q1 		$7.75M Sell
64,422
-3,107
-5% -$359K 0.52% 37
2025
Q4 		$7.14M Sell
67,529
-525
-0.8% -$49.3K 0.47% 41
2025
Q3 		$5.67M Buy
68,054
+4,927
+8% +$406K 0.38% 52
2025
Q2 		$4.98M Buy
63,127
+4,035
+7% +$321K 0.37% 59
2025
Q1 		$5.36M Buy
59,092
+8,468
+17% +$791K 0.45% 40
2024
Q4 		$5.05M Hold
50,624
– – 0.37% 59
2024
Q3 		$5.74M Buy
50,624
+457
+0.9% +$54.3K 0.47% 41
2024
Q2 		$6.21M Buy
50,167
+2,811
+6% +$362K 0.58% 31
2024
Q1 		$6.25M Buy
47,356
+40,734
+615% +$5.02M 0.65% 26
2023
Q4 		$722K Buy
+6,622
New +$687K 0.89% 21

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plato Investment Management's MRK Position: Q1 2026 in Review

Plato Investment Management reduced its Merck (MRK) stake by 4.6% in Q1 2026, selling an estimated $359K and leaving 64,422 shares worth $7.75M. The position accounts for 0.52% of the portfolio, ranked #37.

Plato Investment Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Plato Investment Management held 64,422 shares of Merck worth $7.75M as of Q1 2026.
  • Plato Investment Management sold 3,107 Merck shares in Q1 2026, an estimated $359K.
  • Merck made up 0.52% of Plato Investment Management's portfolio in Q1 2026, its #37 holding.
  • Plato Investment Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.