SFP
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Sterling Financial Planning’s Merck MRK Stock Holding History

Sterling Financial Planning’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 		$417K Buy
3,246
+232
+8% +$27.2K 0.11% 80
2026
Q1 		$363K Hold
3,014
– – 0.11% 83
2025
Q4 		$317K Hold
3,014
– – 0.1% 87
2025
Q3 		$253K Hold
3,014
– – 0.08% 102
2025
Q2 		$239K Sell
3,014
-54
-2% -$4.29K 0.08% 103
2025
Q1 		$275K Sell
3,068
-11
-0.4% -$1.03K 0.1% 92
2024
Q4 		$306K Buy
3,079
+975
+46% +$101K 0.11% 83
2024
Q3 		$239K Hold
2,104
– – 0.09% 100
2024
Q2 		$260K Hold
2,104
– – 0.11% 94
2024
Q1 		$278K Hold
2,104
– – 0.11% 91
2023
Q4 		$229K Buy
+2,104
New +$218K 0.1% 95
2023
Q3 		– Sell
-1,957
Closed -$226K – 95
2023
Q2 		$226K Sell
1,957
-43
-2% -$4.88K 0.11% 91
2023
Q1 		$213K Sell
2,000
-93
-4% -$10K 0.12% 94
2022
Q4 		$232K Buy
+2,093
New +$214K 0.14% 85
2022
Q3 		– Sell
-2,413
Closed -$220K – 85
2022
Q2 		$220K Sell
2,413
-114
-5% -$10.1K 0.15% 86
2022
Q1 		$207K Buy
+2,527
New +$199K 0.13% 90
2021
Q4 		– Sell
-1,710
Closed -$128K – 277
2021
Q3 		$128K Buy
1,710
+251
+17% +$19.1K 0.08% 113
2021
Q2 		$113K Buy
1,459
+140
+11% +$10.4K 0.07% 112
2021
Q1 		$97K Hold
1,319
– – 0.07% 107
2020
Q4 		$103K Buy
+1,319
New +$101K 0.08% 103

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sterling Financial Planning's MRK Position: Q2 2026 in Review

Sterling Financial Planning increased its Merck (MRK) stake by 7.7% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,246 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #80.

Sterling Financial Planning first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sterling Financial Planning held 3,246 shares of Merck worth $417K as of Q2 2026.
  • Sterling Financial Planning bought 232 Merck shares in Q2 2026, an estimated $27.2K.
  • Merck made up 0.11% of Sterling Financial Planning's portfolio in Q2 2026, its #80 holding.
  • Sterling Financial Planning first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.