VERPA
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Virginia Estate & Retirement Planning Advisors’s Merck MRK Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$17.3K Hold
135
– – 0.02% 93
2026
Q1 		$16.2K Buy
+135
New +$15.6K 0.03% 73

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

Virginia Estate & Retirement Planning Advisors's MRK Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Merck (MRK) position steady in Q2 2026 at 135 shares worth $17.3K. The position accounts for 0.02% of the portfolio, ranked #93.

Virginia Estate & Retirement Planning Advisors first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,796 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 135 shares of Merck worth $17.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #93 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 3,796 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.