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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Houlihan Financial Resource Group's MRK Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Merck (MRK) position steady in Q1 2026 at 4,227 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #73.

Houlihan Financial Resource Group first reported a position in MRK in Q4 2019 and has held it in 17 quarters since. The position peaked at $14.7M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Houlihan Financial Resource Group held 4,227 shares of Merck worth $508K as of Q1 2026.
Houlihan Financial Resource Group left its Merck share count unchanged in Q1 2026.
Merck made up 0.2% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #73 holding.
Houlihan Financial Resource Group first reported a position in Merck in Q4 2019 and has held it in 17 quarters since.
Houlihan Financial Resource Group's Merck position peaked at $14.7M in Q2 2023.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.