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Plotkin Financial Advisors’s Merck MRK Stock Holding History

Plotkin Financial Advisors’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 		$1.3M Hold
10,131
– – 0.54% 35
2026
Q1 		$1.22M Buy
10,131
+29
+0.3% +$3.35K 0.61% 33
2025
Q4 		$1.06M Hold
10,102
– – 0.52% 37
2025
Q3 		$848K Hold
10,102
– – 0.42% 40
2025
Q2 		$800K Hold
10,102
– – 0.44% 39
2025
Q1 		$907K Hold
10,102
– – 0.56% 35
2024
Q4 		$1M Hold
10,102
– – 0.6% 34
2024
Q3 		$1.15M Hold
10,102
– – 0.69% 32
2024
Q2 		$1.25M Hold
10,102
– – 0.8% 30
2024
Q1 		$1.33M Buy
+10,102
New +$1.25M 0.88% 29

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 $3.38T AUM 44.17% 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

Plotkin Financial Advisors's MRK Position: Q2 2026 in Review

Plotkin Financial Advisors held its Merck (MRK) position steady in Q2 2026 at 10,131 shares worth $1.3M. The position accounts for 0.54% of the portfolio, ranked #35.

Plotkin Financial Advisors first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Plotkin Financial Advisors held 10,131 shares of Merck worth $1.3M as of Q2 2026.
  • Plotkin Financial Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.54% of Plotkin Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Plotkin Financial Advisors first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • Plotkin Financial Advisors's Merck position peaked at $1.33M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.