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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
Q2 		$244K Sell
1,898
-56
-3% -$6.55K 0.15% 101
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFG Advisors's MRK Position: Q2 2026 in Review

HFG Advisors reduced its Merck (MRK) stake by 2.9% in Q2 2026, selling an estimated $6.55K and leaving 1,898 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #101.

HFG Advisors first reported a position in MRK in Q3 2022 and has held it in 13 quarters since. The position peaked at $377K in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • HFG Advisors held 1,898 shares of Merck worth $244K as of Q2 2026.
  • HFG Advisors sold 56 Merck shares in Q2 2026, an estimated $6.55K.
  • Merck made up 0.15% of HFG Advisors's portfolio in Q2 2026, its #101 holding.
  • HFG Advisors first reported a position in Merck in Q3 2022 and has held it in 13 quarters since.
  • HFG Advisors's Merck position peaked at $377K in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.