Prism Planning Partners’s Merck MRK Stock Holding History

Prism Planning Partners’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	–	Sell	-716	Closed	-$86.1K	–	43
2026 Q1	$86.1K	Sell	716 -1,562	-69%	-$180K	0.1%	41
2025 Q4	$240K	Buy	+2,278	New	+$214K	0.27%	41

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

Prism Planning Partners's MRK Position: Q2 2026 in Review

Prism Planning Partners sold out of Merck (MRK) in Q2 2026, closing a stake of 716 shares — an estimated $86.1K sold.

Prism Planning Partners first reported a position in MRK in Q4 2025 and held it in 2 quarters. The position peaked at $240K in Q4 2025. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Prism Planning Partners reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Prism Planning Partners sold 716 Merck shares in Q2 2026, an estimated $86.1K.
Prism Planning Partners first reported a position in Merck in Q4 2025 and held it in 2 quarters.
Prism Planning Partners's Merck position peaked at $240K in Q4 2025.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.