XPN
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

XY Planning Network's MRK Position: Q2 2026 in Review

XY Planning Network increased its Merck (MRK) stake by 23% in Q2 2026, buying an estimated $61.3K and bringing the position to 2,758 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #267.

XY Planning Network first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • XY Planning Network held 2,758 shares of Merck worth $354K as of Q2 2026.
  • XY Planning Network bought 524 Merck shares in Q2 2026, an estimated $61.3K.
  • Merck made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #267 holding.
  • XY Planning Network first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.