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Prepared Retirement Institute’s Merck MRK Stock Holding History

Prepared Retirement Institute’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 		$996K Buy
7,753
+8
+0.1% +$936 0.42% 37
2026
Q1 		$932K Sell
7,745
-24
-0.3% -$2.77K 0.46% 31
2025
Q4 		$818K Sell
7,769
-70
-0.9% -$6.57K 0.41% 34
2025
Q3 		$658K Buy
7,839
+594
+8% +$48.9K 0.34% 36
2025
Q2 		$574K Buy
7,245
+5
+0.1% +$397 0.34% 39
2025
Q1 		$650K Sell
7,240
-470
-6% -$43.9K 0.41% 34
2024
Q4 		$767K Sell
7,710
-246
-3% -$25.4K 0.44% 29
2024
Q3 		$904K Buy
7,956
+66
+0.8% +$7.84K 0.55% 27
2024
Q2 		$977K Sell
7,890
-127
-2% -$16.4K 0.65% 23
2024
Q1 		$1.06M Sell
8,017
-640
-7% -$78.9K 0.79% 20
2023
Q4 		$944K Buy
+8,657
New +$899K 0.71% 21

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 $3.37T AUM 44.26% 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

Prepared Retirement Institute's MRK Position: Q2 2026 in Review

Prepared Retirement Institute increased its Merck (MRK) stake by 0.1% in Q2 2026, buying an estimated $936 and bringing the position to 7,753 shares worth $996K. The position accounts for 0.42% of the portfolio, ranked #37.

Prepared Retirement Institute first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Prepared Retirement Institute held 7,753 shares of Merck worth $996K as of Q2 2026.
  • Prepared Retirement Institute bought 8 Merck shares in Q2 2026, an estimated $936.
  • Merck made up 0.42% of Prepared Retirement Institute's portfolio in Q2 2026, its #37 holding.
  • Prepared Retirement Institute first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Prepared Retirement Institute's Merck position peaked at $1.06M in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.