UFPG
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United Financial Planning Group’s Merck MRK Stock Holding History

United Financial Planning Group’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 		$60.3K Sell
469
-50
-10% -$5.85K 0.03% 93
2026
Q1 		$62.4K Buy
519
+97
+23% +$11.2K 0.04% 80
2025
Q4 		$44.4K Buy
422
+53
+14% +$4.97K 0.03% 98
2025
Q3 		$31K Buy
+369
New +$30.4K 0.02% 100

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

United Financial Planning Group's MRK Position: Q2 2026 in Review

United Financial Planning Group reduced its Merck (MRK) stake by 9.6% in Q2 2026, selling an estimated $5.85K and leaving 469 shares worth $60.3K. The position accounts for 0.03% of the portfolio, ranked #93.

United Financial Planning Group first reported a position in MRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $62.4K in Q1 2026. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • United Financial Planning Group held 469 shares of Merck worth $60.3K as of Q2 2026.
  • United Financial Planning Group sold 50 Merck shares in Q2 2026, an estimated $5.85K.
  • Merck made up 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #93 holding.
  • United Financial Planning Group first reported a position in Merck in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Merck position peaked at $62.4K in Q1 2026.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.