Houlihan Financial Resource Group’s Merck MRK Stock Holding History

Houlihan Financial Resource Group’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	$543K	Hold	4,227	–	–	0.19%	77
2026 Q1	$508K	Hold	4,227	–	–	0.2%	73
2025 Q4	$453K	Buy	+4,227	New	+$397K	0.17%	80
2025 Q3	–	Sell	-4,336	Closed	-$341K	–	94
2025 Q2	$341K	Sell	4,336 -389	-8%	-$30.9K	0.14%	88
2025 Q1	$424K	Buy	4,725 +3	+0.1%	+$280	0.19%	75
2024 Q4	$470K	Buy	4,722 +3	+0.1%	+$309	0.2%	71
2024 Q3	$536K	Buy	4,719 +3	+0.1%	+$356	0.22%	70
2024 Q2	$584K	Buy	4,716 +2	+0%	+$258	0.4%	40
2024 Q1	$622K	Buy	4,714 +202	+4%	+$24.9K	0.28%	60
2023 Q4	$492K	Hold	4,512	–	–	0.24%	64
2023 Q3	$464K	Sell	4,512 -125,012	-97%	-$13.5M	0.25%	65
2023 Q2	$14.7M	Buy	129,524 +125,020	+2,776%	+$14.2M	0.46%	31
2023 Q1	$479K	Hold	4,504	–	–	0.26%	62
2022 Q4	$490K	Buy	4,504 +2	+0%	+$204	0.28%	61
2022 Q3	$434K	Buy	+4,502	New	+$402K	0.26%	61
2020 Q3	$396K	Buy	+5,113	New	+$400K	0.23%	69
2020 Q1	$375K	Buy	5,106 +3	+0.1%	+$236	0.33%	60
2019 Q4	$443K	Buy	+5,103	New	+$419K	0.29%	64

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Houlihan Financial Resource Group's MRK Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Merck (MRK) position steady in Q2 2026 at 4,227 shares worth $543K. The position accounts for 0.19% of the portfolio, ranked #77.

Houlihan Financial Resource Group first reported a position in MRK in Q4 2019 and has held it in 18 quarters since. The position peaked at $14.7M in Q2 2023. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Houlihan Financial Resource Group held 4,227 shares of Merck worth $543K as of Q2 2026.
Houlihan Financial Resource Group left its Merck share count unchanged in Q2 2026.
Merck made up 0.19% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #77 holding.
Houlihan Financial Resource Group first reported a position in Merck in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's Merck position peaked at $14.7M in Q2 2023.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.