Spartan Planning & Wealth Management’s Merck MRK Stock Holding History

Spartan Planning & Wealth Management’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	$624K	Sell	4,853 -680	-12%	-$79.6K	0.42%	43
2026 Q1	$666K	Buy	5,533 +750	+16%	+$86.6K	0.49%	32
2025 Q4	$503K	Buy	+4,783	New	+$449K	0.37%	40
2023 Q4	$235K	Sell	2,158 -149	-6%	-$15.5K	0.25%	50
2023 Q3	$238K	Buy	+2,307	New	+$249K	0.28%	53
2022 Q4	$402K	Buy	3,619 +1,004	+38%	+$103K	0.5%	31
2022 Q3	$225K	Sell	2,615 -1,411	-35%	-$126K	0.29%	22
2022 Q2	$367K	Buy	4,026 +4,023	+134,100%	+$357K	0.49%	23
2022 Q1	$0	Buy	+3	New	+$237	﹤0.01%	139

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

Spartan Planning & Wealth Management's MRK Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $79.6K and leaving 4,853 shares worth $624K. The position accounts for 0.42% of the portfolio, ranked #43.

Spartan Planning & Wealth Management first reported a position in MRK in Q1 2022 and has held it in 9 quarters since. The position peaked at $666K in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Spartan Planning & Wealth Management held 4,853 shares of Merck worth $624K as of Q2 2026.
Spartan Planning & Wealth Management sold 680 Merck shares in Q2 2026, an estimated $79.6K.
Merck made up 0.42% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #43 holding.
Spartan Planning & Wealth Management first reported a position in Merck in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Merck position peaked at $666K in Q1 2026.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.