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Retirement Planning Group (New York)’s Merck MRK Stock Holding History

Retirement Planning Group (New York)’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
Q1 		$477K Sell
3,933
-181
-4% -$20.9K 0.31% 57
2025
Q4 		$436K Buy
4,114
+218
+6% +$20.5K 0.3% 53
2025
Q3 		$330K Buy
3,896
+528
+16% +$43.5K 0.25% 61
2025
Q2 		$268K Buy
3,368
+14
+0.4% +$1.11K 0.24% 64
2025
Q1 		$301K Sell
3,354
-89
-3% -$8.31K 0.31% 53
2024
Q4 		$342K Buy
+3,443
New +$355K 0.38% 46

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Planning Group (New York)'s MRK Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Merck (MRK) stake by 4.4% in Q1 2026, selling an estimated $20.9K and leaving 3,933 shares worth $477K. The position accounts for 0.31% of the portfolio, ranked #57.

Retirement Planning Group (New York) first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Retirement Planning Group (New York) held 3,933 shares of Merck worth $477K as of Q1 2026.
  • Retirement Planning Group (New York) sold 181 Merck shares in Q1 2026, an estimated $20.9K.
  • Merck made up 0.31% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #57 holding.
  • Retirement Planning Group (New York) first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.