Platt Wealth Management
MRK icon

Platt Wealth Management’s Merck MRK Stock Holding History

Platt Wealth 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
Q3 		$469K Sell
3,233
-84
-3% -$11.6K 0.36% 39
2026
Q2 		$426K Hold
3,317
– – 0.34% 41
2026
Q1 		$398K Buy
3,317
+51
+2% +$5.89K 0.39% 37
2025
Q4 		$343K Buy
+3,266
New +$307K 0.34% 38

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Platt Wealth Management's MRK Position: Q3 2026 in Review

Platt Wealth Management reduced its Merck (MRK) stake by 2.5% in Q3 2026, selling an estimated $11.6K and leaving 3,233 shares worth $469K. The position accounts for 0.36% of the portfolio, ranked #39.

Platt Wealth Management first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Platt Wealth Management held 3,233 shares of Merck worth $469K as of Q3 2026.
  • Platt Wealth Management sold 84 Merck shares in Q3 2026, an estimated $11.6K.
  • Merck made up 0.36% of Platt Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Platt Wealth Management first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Platt Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.