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Hobart Private Capital’s Merck MRK Stock Holding History

Hobart Private Capital’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 		$306K Buy
2,378
+159
+7% +$18.6K 0.05% 118
2026
Q1 		$267K Buy
2,219
+295
+15% +$34.1K 0.05% 115
2025
Q4 		$203K Buy
+1,924
New +$181K 0.04% 129
2021
Q3 		– Sell
-4,030
Closed -$313K – 117
2021
Q2 		$313K Sell
4,030
-1,170
-23% -$87K 0.13% 102
2021
Q1 		$383K Sell
5,200
-9,042
-63% -$667K 0.16% 96
2020
Q4 		$1.11M Buy
14,242
+788
+6% +$60.3K 0.49% 27
2020
Q3 		$1.06M Sell
13,454
-2,214
-14% -$173K 0.55% 25
2020
Q2 		$1.16M Buy
15,668
+1,000
+7% +$75.3K 0.65% 30
2020
Q1 		$1.08M Buy
14,668
+7,372
+101% +$579K 0.74% 37
2019
Q4 		$633K Buy
7,296
+884
+14% +$72.6K 0.39% 61
2019
Q3 		$515K Buy
6,412
+152
+2% +$12.2K 0.35% 64
2019
Q2 		$501K Buy
6,260
+503
+9% +$38.5K 0.35% 65
2019
Q1 		$457K Buy
+5,757
New +$431K 0.35% 74
2018
Q2 		– Sell
-18,011
Closed -$936K – 136
2018
Q1 		$936K Buy
18,011
+14
+0.1% +$756 0.82% 45
2017
Q4 		$966K Buy
+17,997
New +$998K 0.86% 39

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

Hobart Private Capital's MRK Position: Q2 2026 in Review

Hobart Private Capital increased its Merck (MRK) stake by 7.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,378 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #118.

Hobart Private Capital first reported a position in MRK in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2020. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Hobart Private Capital held 2,378 shares of Merck worth $306K as of Q2 2026.
  • Hobart Private Capital bought 159 Merck shares in Q2 2026, an estimated $18.6K.
  • Merck made up 0.05% of Hobart Private Capital's portfolio in Q2 2026, its #118 holding.
  • Hobart Private Capital first reported a position in Merck in Q4 2017 and has held it in 15 quarters since.
  • Hobart Private Capital's Merck position peaked at $1.16M in Q2 2020.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.