XY Planning Network
MRK icon

XY Planning Network’s Merck MRK Stock Holding History

XY Planning Network’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
Q3 		$497K Buy
3,420
+662
+24% +$91.5K 0.05% 237
2026
Q2 		$354K Buy
2,758
+524
+23% +$61.3K 0.04% 267
2026
Q1 		$270K Buy
+2,234
New +$258K 0.04% 246

Other funds holding MRK

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

XY Planning Network's MRK Position: Q3 2026 in Review

XY Planning Network increased its Merck (MRK) stake by 24% in Q3 2026, buying an estimated $91.5K and bringing the position to 3,420 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #237.

XY Planning Network first reported a position in MRK in Q1 2026 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • XY Planning Network held 3,420 shares of Merck worth $497K as of Q3 2026.
  • XY Planning Network bought 662 Merck shares in Q3 2026, an estimated $91.5K.
  • Merck made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #237 holding.
  • XY Planning Network first reported a position in Merck in Q1 2026 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.