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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
6,896
Value
$886.1K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of MRK by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,896$886.1K0.3%+170+2.5%AddedHolders
Q1 20266,726$809.1K0.3%+90+1.4%AddedHolders
Q4 20256,636$698.5K0.2%+796+13.6%AddedHolders
Q3 20255,840$490.2K0.2%+3+0.1%AddedHolders
Q2 20255,837$462.1K0.2%+2,374+68.6%AddedHolders
Q1 20253,463$310.8K0.1%−100−2.8%ReducedHolders
Q4 20243,563$354.4K0.1%−438−10.9%ReducedHolders
Q3 20244,001$454.4K0.2%−51−1.3%ReducedHolders
Q2 20244,052$501.6K0.2%−45−1.1%ReducedHolders
Q1 20244,097$540.6K0.3%00.0%UnchangedHolders
Q4 20234,097$446.7K0.2%00.0%UnchangedHolders
Q3 20234,097$421.8K0.3%+33+0.8%AddedHolders
Q2 20234,064$468.9K0.3%+51+1.3%AddedHolders
Q1 20234,013$426.9K0.3%00.0%UnchangedHolders
Q4 20224,013$445.2K0.3%+220+5.8%AddedHolders
Q3 20223,793$327.0K0.3%00.0%UnchangedHolders
Q2 20223,793$346.0K0.3%+400+11.8%AddedHolders
Q1 20223,393$278.0K0.2%00.0%UnchangedHolders
Q4 20213,393$260.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20213,393$264.0K0.2%00.0%UnchangedHolders
Q1 20213,393$262.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.