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HBW Advisory Services’s Merck MRK Stock Holding History

HBW Advisory Services’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 		$3.47M Buy
27,037
+127
+0.5% +$14.9K 0.31% 70
2026
Q1 		$3.24M Sell
26,910
-4,208
-14% -$486K 0.34% 68
2025
Q4 		$3.28M Sell
31,118
-2,447
-7% -$230K 0.36% 66
2025
Q3 		$2.82M Buy
33,565
+592
+2% +$48.8K 0.32% 81
2025
Q2 		$2.61M Buy
32,973
+6,583
+25% +$523K 0.32% 80
2025
Q1 		$2.37M Buy
26,390
+21,491
+439% +$2.01M 0.34% 84
2024
Q4 		$487K Buy
4,899
+262
+6% +$27K 0.05% 207
2024
Q3 		$527K Sell
4,637
-370
-7% -$44K 0.08% 191
2024
Q2 		$620K Sell
5,007
-2,623
-34% -$338K 0.1% 177
2024
Q1 		$832K Hold
7,630
– – 0.16% 139
2023
Q4 		$832K Sell
7,630
-1,552
-17% -$161K 0.16% 139
2023
Q3 		$946K Sell
9,182
-49,093
-84% -$5.29M 0.2% 118
2023
Q2 		$6.72M Buy
58,275
+202
+0.3% +$22.9K 1.46% 8
2023
Q1 		$6.18M Sell
58,073
-2,104
-3% -$227K 1.54% 6
2022
Q4 		$6.68M Sell
60,177
-10,920
-15% -$1.12M 1.76% 4
2022
Q3 		$6.12M Buy
71,097
+347
+0.5% +$31K 1.71% 6
2022
Q2 		$6.45M Buy
70,750
+37,498
+113% +$3.32M 1.67% 6
2022
Q1 		$2.73M Sell
33,252
-32,212
-49% -$2.54M 0.96% 23
2021
Q4 		$5.02M Buy
65,464
+3,030
+5% +$241K 1.16% 22
2021
Q3 		$4.69M Buy
62,434
+2,817
+5% +$214K 1.21% 17
2021
Q2 		$4.64M Buy
59,617
+3,779
+7% +$281K 1.22% 18
2021
Q1 		$4.11M Buy
55,838
+11,883
+27% +$877K 1.09% 26
2020
Q4 		$3.43M Buy
43,955
+3,823
+10% +$292K 1.04% 37
2020
Q3 		$3.18M Buy
40,132
+37,299
+1,317% +$2.92M 1.3% 24
2020
Q2 		$209K Buy
+2,833
New +$213K 0.1% 174

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

HBW Advisory Services's MRK Position: Q2 2026 in Review

HBW Advisory Services increased its Merck (MRK) stake by 0.47% in Q2 2026, buying an estimated $14.9K and bringing the position to 27,037 shares worth $3.47M. The position accounts for 0.31% of the portfolio, ranked #70.

HBW Advisory Services first reported a position in MRK in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.72M in Q2 2023. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • HBW Advisory Services held 27,037 shares of Merck worth $3.47M as of Q2 2026.
  • HBW Advisory Services bought 127 Merck shares in Q2 2026, an estimated $14.9K.
  • Merck made up 0.31% of HBW Advisory Services's portfolio in Q2 2026, its #70 holding.
  • HBW Advisory Services first reported a position in Merck in Q2 2020 and has held it in 25 quarters since.
  • HBW Advisory Services's Merck position peaked at $6.72M in Q2 2023.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.