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HFG Advisors’s Merck MRK Stock Holding History

HFG 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
Q1 		$235K Buy
1,954
+45
+2% +$5.2K 0.17% 98
2025
Q4 		$201K Buy
+1,909
New +$179K 0.15% 108
2025
Q1 		– Sell
-2,437
Closed -$242K – 99
2024
Q4 		$242K Hold
2,437
– – 0.21% 78
2024
Q3 		$277K Hold
2,437
– – 0.25% 75
2024
Q2 		$302K Sell
2,437
-420
-15% -$54.1K 0.28% 70
2024
Q1 		$377K Sell
2,857
-97
-3% -$12K 0.33% 63
2023
Q4 		$322K Buy
2,954
+200
+7% +$20.8K 0.31% 65
2023
Q3 		$284K Buy
2,754
+92
+3% +$9.92K 0.31% 70
2023
Q2 		$307K Buy
2,662
+379
+17% +$43K 0.32% 64
2023
Q1 		$243K Sell
2,283
-80
-3% -$8.64K 0.28% 70
2022
Q4 		$262K Hold
2,363
– – 0.31% 70
2022
Q3 		$204K Buy
+2,363
New +$211K 0.28% 76

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HFG Advisors's MRK Position: Q1 2026 in Review

HFG Advisors increased its Merck (MRK) stake by 2.4% in Q1 2026, buying an estimated $5.2K and bringing the position to 1,954 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #98.

HFG Advisors first reported a position in MRK in Q3 2022 and has held it in 12 quarters since. The position peaked at $377K in Q1 2024. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • HFG Advisors held 1,954 shares of Merck worth $235K as of Q1 2026.
  • HFG Advisors bought 45 Merck shares in Q1 2026, an estimated $5.2K.
  • Merck made up 0.17% of HFG Advisors's portfolio in Q1 2026, its #98 holding.
  • HFG Advisors first reported a position in Merck in Q3 2022 and has held it in 12 quarters since.
  • HFG Advisors's Merck position peaked at $377K in Q1 2024.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.