Hoese & Co’s Merck MRK Stock Holding History

Hoese & Co’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	$500K	Buy	3,894 +692	+22%	+$81K	0.33%	27
2026 Q1	$385K	Hold	3,202	–	–	0.29%	26
2025 Q4	$337K	Hold	3,202	–	–	0.24%	28
2025 Q3	$269K	Hold	3,202	–	–	0.21%	31
2025 Q2	$253K	Buy	3,202 +2,300	+255%	+$183K	0.2%	29
2025 Q1	$81K	Sell	902 -316	-26%	-$29.5K	0.07%	51
2024 Q4	$121K	Buy	1,218 +316	+35%	+$32.6K	0.11%	40
2024 Q3	$102K	Sell	902 -340	-27%	-$40.4K	0.09%	44
2024 Q2	$156K	Buy	1,242 +42	+4%	+$5.41K	0.14%	35
2024 Q1	$153K	Hold	1,200	–	–	0.14%	38
2023 Q4	$123K	Hold	1,200	–	–	0.12%	42
2023 Q3	$124K	Hold	1,200	–	–	0.13%	42
2023 Q2	$138K	Hold	1,200	–	–	0.13%	42
2023 Q1	$127K	Hold	1,200	–	–	0.14%	46
2022 Q4	$132K	Sell	1,200 -25	-2%	-$2.56K	0.14%	49
2022 Q3	$105K	Hold	1,225	–	–	0.12%	52
2022 Q2	$112K	Hold	1,225	–	–	0.13%	54
2022 Q1	$100K	Hold	1,225	–	–	0.1%	57
2021 Q4	$94K	Sell	1,225 -86	-7%	-$6.85K	0.09%	68
2021 Q3	$98K	Hold	1,311	–	–	0.11%	63
2021 Q2	$102K	Buy	1,311 +173	+15%	+$12.9K	0.11%	62
2021 Q1	$84K	Buy	+1,138	New	+$83.9K	0.1%	65

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Hoese & Co's MRK Position: Q2 2026 in Review

Hoese & Co increased its Merck (MRK) stake by 22% in Q2 2026, buying an estimated $81K and bringing the position to 3,894 shares worth $500K. The position accounts for 0.33% of the portfolio, ranked #27.

Hoese & Co first reported a position in MRK in Q1 2021 and has held it in 22 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Hoese & Co held 3,894 shares of Merck worth $500K as of Q2 2026.
Hoese & Co bought 692 Merck shares in Q2 2026, an estimated $81K.
Merck made up 0.33% of Hoese & Co's portfolio in Q2 2026, its #27 holding.
Hoese & Co first reported a position in Merck in Q1 2021 and has held it in 22 quarters since.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.