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Hopwood Financial Services’s Merck MRK Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-876
Closed -$73.5K – 210
2025
Q3 		$73.5K Buy
876
+1
+0.1% +$82 0.05% 134
2025
Q2 		$69.3K Sell
875
-75
-8% -$5.96K 0.05% 132
2025
Q1 		$85.2K Sell
950
-116
-11% -$10.8K 0.07% 121
2024
Q4 		$106K Buy
+1,066
New +$110K 0.08% 110

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hopwood Financial Services's MRK Position: Q4 2025 in Review

Hopwood Financial Services sold out of Merck (MRK) in Q4 2025, closing a stake of 876 shares — an estimated $73.5K sold.

Hopwood Financial Services first reported a position in MRK in Q4 2024 and held it in 4 quarters. The position peaked at $106K in Q4 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • Hopwood Financial Services reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 876 Merck shares in Q4 2025, an estimated $73.5K.
  • Hopwood Financial Services first reported a position in Merck in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Merck position peaked at $106K in Q4 2024.
  • 3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.