HWA
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HHM Wealth Advisors’s Merck MRK Stock Holding History

HHM 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 		$694K Sell
5,402
-24
-0.4% -$2.81K 0.07% 104
2026
Q1 		$653K Sell
5,426
-362
-6% -$41.8K 0.08% 101
2025
Q4 		$609K Sell
5,788
-686
-11% -$64.4K 0.07% 101
2025
Q3 		$543K Buy
6,474
+96
+2% +$7.91K 0.06% 112
2025
Q2 		$505K Buy
6,378
+63
+1% +$5.01K 0.06% 115
2025
Q1 		$567K Sell
6,315
-133
-2% -$12.4K 0.08% 97
2024
Q4 		$641K Buy
6,448
+2,226
+53% +$229K 0.09% 92
2024
Q3 		$479K Buy
4,222
+14
+0.3% +$1.66K 0.07% 96
2024
Q2 		$521K Sell
4,208
-110
-3% -$14.2K 0.08% 93
2024
Q1 		$570K Sell
4,318
-3,730
-46% -$460K 0.09% 73
2023
Q4 		$877K Buy
8,048
+65
+0.8% +$6.75K 0.15% 54
2023
Q3 		$822K Sell
7,983
-331
-4% -$35.7K 0.16% 53
2023
Q2 		$959K Sell
8,314
-20
-0.2% -$2.27K 0.18% 45
2023
Q1 		$887K Sell
8,334
-135
-2% -$14.6K 0.18% 42
2022
Q4 		$940K Sell
8,469
-54
-0.6% -$5.52K 0.21% 37
2022
Q3 		$734K Sell
8,523
-1,491
-15% -$133K 0.19% 38
2022
Q2 		$913K Buy
10,014
+339
+4% +$30.1K 0.23% 37
2022
Q1 		$794K Sell
9,675
-20
-0.2% -$1.58K 0.19% 45
2021
Q4 		$743K Sell
9,695
-56
-0.6% -$4.46K 0.18% 48
2021
Q3 		$732K Sell
9,751
-89
-0.9% -$6.77K 0.2% 47
2021
Q2 		$765K Sell
9,840
-415
-4% -$30.9K 0.21% 46
2021
Q1 		$754K Buy
10,255
+27
+0.3% +$1.99K 0.23% 38
2020
Q4 		$798K Hold
10,228
– – 0.27% 30
2020
Q3 		$810K Buy
10,228
+948
+10% +$74.3K 0.32% 28
2020
Q2 		$685K Buy
9,280
+27
+0.3% +$2.03K 0.29% 32
2020
Q1 		$679K Buy
9,253
+67
+0.7% +$5.27K 0.33% 30
2019
Q4 		$815K Sell
9,186
-2,599
-22% -$213K 0.39% 28
2019
Q3 		$947K Buy
+11,785
New +$944K 0.54% 22

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Merck (MRK) stake by 0.44% in Q2 2026, selling an estimated $2.81K and leaving 5,402 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #104.

HHM Wealth Advisors first reported a position in MRK in Q3 2019 and has held it in 28 quarters since. The position peaked at $959K in Q2 2023. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • HHM Wealth Advisors held 5,402 shares of Merck worth $694K as of Q2 2026.
  • HHM Wealth Advisors sold 24 Merck shares in Q2 2026, an estimated $2.81K.
  • Merck made up 0.07% of HHM Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • HHM Wealth Advisors first reported a position in Merck in Q3 2019 and has held it in 28 quarters since.
  • HHM Wealth Advisors's Merck position peaked at $959K in Q2 2023.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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