HWA
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HCR Wealth Advisors’s Merck MRK Stock Holding History

HCR Wealth Advisors’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 		$757K Buy
5,887
+1,278
+28% +$150K 0.07% 135
2026
Q1 		$554K Buy
4,609
+53
+1% +$6.12K 0.06% 143
2025
Q4 		$480K Buy
4,556
+65
+1% +$6.1K 0.05% 153
2025
Q3 		$402K Buy
4,491
+484
+12% +$39.9K 0.04% 167
2025
Q2 		$317K Sell
4,007
-2,050
-34% -$163K 0.04% 179
2025
Q1 		$544K Sell
6,057
-13,639
-69% -$1.27M 0.07% 133
2024
Q4 		$1.96M Sell
19,696
-1,393
-7% -$144K 0.25% 65
2024
Q3 		$2.39M Buy
21,089
+78
+0.4% +$9.27K 0.31% 51
2024
Q2 		$2.6M Buy
21,011
+64
+0.3% +$8.24K 0.37% 42
2024
Q1 		$2.76M Buy
20,947
+966
+5% +$119K 0.42% 40
2023
Q4 		$2.18M Buy
19,981
+243
+1% +$25.2K 0.34% 50
2023
Q3 		$2.03M Sell
19,738
-1,027
-5% -$111K 0.45% 40
2023
Q2 		$2.4M Sell
20,765
-93
-0.4% -$10.6K 0.44% 38
2023
Q1 		$2.23M Sell
20,858
-1,100
-5% -$119K 0.44% 43
2022
Q4 		$2.45M Sell
21,958
-1,169
-5% -$119K 0.51% 38
2022
Q3 		$2.01M Sell
23,127
-70
-0.3% -$6.25K 0.43% 46
2022
Q2 		$2.13M Sell
23,197
-492
-2% -$43.6K 0.43% 51
2022
Q1 		$1.94M Sell
23,689
-308
-1% -$24.3K 0.32% 66
2021
Q4 		$1.84M Sell
23,997
-188
-0.8% -$15K 0.29% 75
2021
Q3 		$1.82M Sell
24,185
-234
-1% -$17.8K 0.3% 75
2021
Q2 		$1.9M Sell
24,419
-2,988
-11% -$222K 0.33% 70
2021
Q1 		$2.02M Sell
27,407
-3,844
-12% -$284K 0.4% 56
2020
Q4 		$2.44M Buy
31,251
+1,037
+3% +$79.3K 0.51% 32
2020
Q3 		$2.38M Buy
30,214
+1,226
+4% +$96K 0.54% 33
2020
Q2 		$2.16M Sell
28,988
-146
-0.5% -$11K 0.51% 28
2020
Q1 		$2.14M Buy
29,134
+102
+0.4% +$8.02K 0.61% 27
2019
Q4 		$2.52M Buy
29,032
+4,189
+17% +$344K 0.61% 30
2019
Q3 		$1.99M Sell
24,843
-611
-2% -$49K 0.66% 33
2019
Q2 		$2.04M Buy
25,454
+320
+1% +$24.5K 0.58% 33
2019
Q1 		$1.99M Buy
25,134
+2,061
+9% +$154K 0.57% 37
2018
Q4 		$1.68M Buy
23,073
+293
+1% +$20.7K 0.54% 39
2018
Q3 		$1.57M Buy
22,780
+209
+0.9% +$13.3K 0.51% 48
2018
Q2 		$1.31M Sell
22,571
-864
-4% -$48.7K 0.43% 53
2018
Q1 		$1.22M Buy
23,435
+461
+2% +$24.9K 0.42% 57
2017
Q4 		$1.23M Buy
22,974
+10,844
+89% +$601K 0.43% 53
2017
Q3 		$741K Buy
12,130
+88
+0.7% +$5.33K 0.31% 80
2017
Q2 		$736K Sell
12,042
-73
-0.6% -$4.44K 0.36% 66
2017
Q1 		$735K Buy
12,115
+2,478
+26% +$150K 0.38% 68
2016
Q4 		$541K Buy
+9,637
New +$564K 0.29% 80

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

HCR Wealth Advisors's MRK Position: Q2 2026 in Review

HCR Wealth Advisors increased its Merck (MRK) stake by 28% in Q2 2026, buying an estimated $150K and bringing the position to 5,887 shares worth $757K. The position accounts for 0.07% of the portfolio, ranked #135.

HCR Wealth Advisors first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.76M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • HCR Wealth Advisors held 5,887 shares of Merck worth $757K as of Q2 2026.
  • HCR Wealth Advisors bought 1,278 Merck shares in Q2 2026, an estimated $150K.
  • Merck made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • HCR Wealth Advisors first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's Merck position peaked at $2.76M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.