Howard Financial Services
MRK icon

Howard Financial Services’s Merck MRK Stock Holding History

Howard 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
2026
Q3 		$1.3M Buy
8,962
+817
+10% +$113K 0.14% 66
2026
Q2 		$1.05M Sell
8,145
-328
-4% -$38.4K 0.11% 81
2026
Q1 		$1.02M Buy
8,473
+666
+9% +$76.9K 0.11% 77
2025
Q4 		$822K Buy
7,807
+700
+10% +$65.7K 0.1% 81
2025
Q3 		$597K Sell
7,107
-5
-0.1% -$412 0.07% 92
2025
Q2 		$563K Buy
7,112
+560
+9% +$44.5K 0.07% 90
2025
Q1 		$588K Sell
6,552
-708
-10% -$66.1K 0.08% 92
2024
Q4 		$722K Sell
7,260
-16
-0.2% -$1.65K 0.1% 81
2024
Q3 		$826K Sell
7,276
-71
-1% -$8.44K 0.12% 66
2024
Q2 		$910K Buy
7,347
+94
+1% +$12.1K 0.15% 60
2024
Q1 		$957K Buy
7,253
+87
+1% +$10.7K 0.16% 59
2023
Q4 		$781K Buy
7,166
+790
+12% +$82K 0.15% 61
2023
Q3 		$656K Buy
6,376
+22
+0.3% +$2.37K 0.15% 61
2023
Q2 		$733K Buy
6,354
+56
+0.9% +$6.36K 0.17% 60
2023
Q1 		$670K Buy
6,298
+21
+0.3% +$2.27K 0.16% 57
2022
Q4 		$696K Buy
6,277
+51
+0.8% +$5.21K 0.18% 55
2022
Q3 		$536K Buy
6,226
+23
+0.4% +$2.05K 0.17% 59
2022
Q2 		$565K Buy
6,203
+74
+1% +$6.56K 0.19% 48
2022
Q1 		$503K Buy
6,129
+3,053
+99% +$241K 0.15% 60
2021
Q4 		$236K Buy
3,076
+302
+11% +$24.1K 0.07% 116
2021
Q3 		$208K Buy
2,774
+1
+0% +$76 0.08% 114
2021
Q2 		$216K Sell
2,773
-341
-11% -$25.4K 0.08% 110
2021
Q1 		$229K Hold
3,114
– – 0.1% 109
2020
Q4 		$243K Buy
3,114
+229
+8% +$17.5K 0.13% 92
2020
Q3 		$228K Hold
2,885
– – 0.15% 77
2020
Q2 		$213K Buy
+2,885
New +$217K 0.15% 78
2020
Q1 		– Sell
-2,361
Closed -$205K – 121
2019
Q4 		$205K Buy
+2,361
New +$194K 0.13% 93

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Howard Financial Services's MRK Position: Q3 2026 in Review

Howard Financial Services increased its Merck (MRK) stake by 10% in Q3 2026, buying an estimated $113K and bringing the position to 8,962 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #66.

Howard Financial Services first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Howard Financial Services held 8,962 shares of Merck worth $1.3M as of Q3 2026.
  • Howard Financial Services bought 817 Merck shares in Q3 2026, an estimated $113K.
  • Merck made up 0.14% of Howard Financial Services's portfolio in Q3 2026, its #66 holding.
  • Howard Financial Services first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.