Prism Planning Partners
MRK icon

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
Q3 		$104K Buy
+716
New +$98.9K 0.1% 49
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Prism Planning Partners's MRK Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Merck (MRK) in Q3 2026: 716 shares worth $104K. The stake represents 0.1% of the portfolio and ranks #49 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in MRK as recently as Q1 2026.

Prism Planning Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 2,543 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Prism Planning Partners held 716 shares of Merck worth $104K as of Q3 2026.
  • Merck was a new Prism Planning Partners position in Q3 2026.
  • Merck made up 0.1% of Prism Planning Partners's portfolio in Q3 2026, its #49 holding.
  • Prism Planning Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Merck position peaked at $240K in Q4 2025.
  • 2,543 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.