SPAS
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Spectrum Planning & Advisory Services’s Merck MRK Stock Holding History

Spectrum Planning & Advisory Services’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
-2,007
Closed -$241K – 126
2026
Q1 		$241K Sell
2,007
-260
-11% -$30K 0.12% 102
2025
Q4 		$239K Buy
+2,267
New +$213K 0.12% 105

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spectrum Planning & Advisory Services's MRK Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of Merck (MRK) in Q2 2026, closing a stake of 2,007 shares — an estimated $241K sold.

Spectrum Planning & Advisory Services first reported a position in MRK in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 2,007 Merck shares in Q2 2026, an estimated $241K.
  • Spectrum Planning & Advisory Services first reported a position in Merck in Q4 2025 and held it in 2 quarters.
  • Spectrum Planning & Advisory Services's Merck position peaked at $241K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.