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

Total Wealth Planning & 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
2025
Q2 		$388K Buy
+4,900
New +$389K 0.31% 118

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

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

Total Wealth Planning & Management reduced its Merck (MRK) stake by 4.6% in Q2 2026, selling an estimated $47.6K and leaving 8,427 shares worth $1.08M. The position accounts for 0.73% of the portfolio, ranked #35.

Total Wealth Planning & Management first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2025. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Total Wealth Planning & Management held 8,427 shares of Merck worth $1.08M as of Q2 2026.
  • Total Wealth Planning & Management sold 407 Merck shares in Q2 2026, an estimated $47.6K.
  • Merck made up 0.73% of Total Wealth Planning & Management's portfolio in Q2 2026, its #35 holding.
  • Total Wealth Planning & Management first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Merck position peaked at $1.11M in Q2 2025.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.