WealthPLAN Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $772K | Buy |
6,004
+50
| +0.8% | +$5.85K | 0.15% | 126 |
|
|
2026
Q1 | $716K | Sell |
5,954
-4,747
| -44% | -$548K | 0.14% | 133 |
|
|
2025
Q4 | $1.13M | Buy |
10,701
+894
| +9% | +$83.9K | 0.17% | 120 |
|
|
2025
Q3 | $823K | Buy |
9,807
+680
| +7% | +$56K | 0.12% | 139 |
|
|
2025
Q2 | $723K | Sell |
9,127
-67
| -0.7% | -$5.33K | 0.12% | 147 |
|
|
2025
Q1 | $825K | Buy |
9,194
+80
| +0.9% | +$7.47K | 0.12% | 136 |
|
|
2024
Q4 | $907K | Sell |
9,114
-167
| -2% | -$17.2K | 0.13% | 129 |
|
|
2024
Q3 | $1.05M | Sell |
9,281
-644
| -6% | -$76.5K | 0.14% | 125 |
|
|
2024
Q2 | $1.23M | Sell |
9,925
-206
| -2% | -$26.5K | 0.13% | 134 |
|
|
2024
Q1 | $1.34M | Sell |
10,131
-105
| -1% | -$12.9K | 0.14% | 142 |
|
|
2023
Q4 | $1.12M | Buy |
10,236
+4
| +0% | +$415 | 0.11% | 150 |
|
|
2023
Q3 | $1.05M | Buy |
10,232
+1,126
| +12% | +$121K | 0.12% | 141 |
|
|
2023
Q2 | $1.05M | Sell |
9,106
-662
| -7% | -$75.2K | 0.15% | 132 |
|
|
2023
Q1 | $1.04M | Sell |
9,768
-2,457
| -20% | -$265K | 0.12% | 144 |
|
|
2022
Q4 | $1.33M | Buy |
+12,225
| New | +$1.25M | 0.09% | 156 |
|
|
2022
Q1 | $1.02M | Sell |
11,535
-183
| -2% | -$14.4K | 0.07% | 167 |
|
|
2021
Q4 | $955K | Buy |
11,718
+191
| +2% | +$15.2K | 0.06% | 181 |
|
|
2021
Q3 | $833K | Buy |
11,527
+3,948
| +52% | +$300K | 0.06% | 190 |
|
|
2021
Q2 | $570K | Sell |
7,579
-1,013
| -12% | -$75.3K | 0.04% | 219 |
|
|
2021
Q1 | $623K | Sell |
8,592
-232
| -3% | -$17.1K | 0.05% | 198 |
|
|
2020
Q4 | $640K | Buy |
8,824
+77
| +0.9% | +$5.89K | 0.05% | 185 |
|
|
2020
Q3 | $666K | Sell |
8,747
-245
| -3% | -$19.2K | 0.06% | 164 |
|
|
2020
Q2 | $717K | Buy |
8,992
+515
| +6% | +$38.8K | 0.07% | 146 |
|
|
2020
Q1 | $648K | Sell |
8,477
-1,392
| -14% | -$109K | 0.08% | 135 |
|
|
2019
Q4 | $784K | Buy |
9,869
+1,137
| +13% | +$93.4K | 0.09% | 125 |
|
|
2019
Q3 | $707K | Buy |
8,732
+1,277
| +17% | +$102K | 0.1% | 127 |
|
|
2019
Q2 | $612K | Sell |
7,455
-1,211
| -14% | -$92.7K | 0.09% | 131 |
|
|
2019
Q1 | $642K | Sell |
8,666
-7
| -0.1% | -$524 | 0.1% | 135 |
|
|
2018
Q4 | $660K | Sell |
8,673
-106
| -1% | -$7.48K | 0.11% | 128 |
|
|
2018
Q3 | $626K | Buy |
8,779
+141
| +2% | +$8.98K | 0.11% | 128 |
|
|
2018
Q2 | $500K | Buy |
8,638
+60
| +0.7% | +$3.38K | 0.1% | 139 |
|
|
2018
Q1 | $446K | Buy |
8,578
+3,704
| +76% | +$200K | 0.1% | 152 |
|
|
2017
Q4 | $262K | Sell |
4,874
-1,085
| -18% | -$60.2K | 0.07% | 171 |
|
|
2017
Q3 | $364K | Buy |
5,959
+1,234
| +26% | +$74.8K | 0.1% | 132 |
|
|
2017
Q2 | $289K | Buy |
4,725
+4,273
| +945% | +$260K | 0.08% | 140 |
|
|
2017
Q1 | $27.4K | Buy |
+452
| New | +$27.4K | 0.1% | 153 |
|
|
2016
Q3 | $848K | Sell |
14,226
-13,074
| -48% | -$765K | 0.28% | 59 |
|
|
2016
Q2 | $779K | Buy |
+27,300
| New | +$1.45M | 0.1% | 140 |
|
|
2015
Q4 | $624K | Buy |
+38,661
| New | +$1.95M | 0.1% | 140 |
|
|
2015
Q2 | $567K | Sell |
10,429
-3,355
| -24% | -$188K | 0.25% | 56 |
|
|
2015
Q1 | $757K | Buy |
+13,784
| New | +$780K | 0.35% | 52 |
|
Other funds holding MRK
ECSS
WealthPLAN Partners's MRK Position: Q2 2026 in Review
WealthPLAN Partners increased its Merck (MRK) stake by 0.84% in Q2 2026, buying an estimated $5.85K and bringing the position to 6,004 shares worth $772K. The position accounts for 0.15% of the portfolio, ranked #126.
WealthPLAN Partners first reported a position in MRK in Q1 2015 and has held it in 41 quarters since. The position peaked at $1.34M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- WealthPLAN Partners held 6,004 shares of Merck worth $772K as of Q2 2026.
- WealthPLAN Partners bought 50 Merck shares in Q2 2026, an estimated $5.85K.
- Merck made up 0.15% of WealthPLAN Partners's portfolio in Q2 2026, its #126 holding.
- WealthPLAN Partners first reported a position in Merck in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's Merck position peaked at $1.34M in Q1 2024.
- 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.