HWM
MRK icon

Howard Wealth Management’s Merck MRK Stock Holding History

Howard Wealth Management’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 		$526K Buy
4,092
+249
+6% +$29.1K 0.19% 89
2026
Q1 		$462K Sell
3,843
-60
-2% -$6.93K 0.19% 91
2025
Q4 		$411K Sell
3,903
-314
-7% -$29.5K 0.18% 89
2025
Q3 		$354K Sell
4,217
-11
-0.3% -$906 0.16% 94
2025
Q2 		$335K Sell
4,228
-190
-4% -$15.1K 0.17% 90
2025
Q1 		$397K Buy
4,418
+2
+0% +$187 0.22% 82
2024
Q4 		$439K Buy
4,416
+7
+0.2% +$722 0.24% 80
2024
Q3 		$501K Buy
4,409
+81
+2% +$9.62K 0.29% 71
2024
Q2 		$536K Sell
4,328
-10
-0.2% -$1.29K 0.42% 57
2024
Q1 		$572K Buy
4,338
+65
+2% +$8.01K 0.47% 50
2023
Q4 		$466K Hold
4,273
– – 0.39% 57
2023
Q3 		$440K Sell
4,273
-18
-0.4% -$1.94K 0.41% 53
2023
Q2 		$495K Hold
4,291
– – 0.43% 55
2023
Q1 		$457K Hold
4,291
– – 0.38% 62
2022
Q4 		$476K Sell
4,291
-32
-0.7% -$3.27K 0.39% 63
2022
Q3 		$372K Buy
+4,323
New +$386K 0.26% 74
2022
Q2 		– Sell
-4,266
Closed -$350K – 104
2022
Q1 		$350K Hold
4,266
– – 0.19% 95
2021
Q4 		$326K Buy
4,266
+70
+2% +$5.58K 0.17% 99
2021
Q3 		$315K Sell
4,196
-19
-0.5% -$1.45K 0.18% 97
2021
Q2 		$327K Sell
4,215
-202
-5% -$15K 0.18% 97
2021
Q1 		$324K Hold
4,417
– – 0.19% 96
2020
Q4 		$344K Sell
4,417
-2,189
-33% -$167K 0.21% 92
2020
Q3 		$522K Buy
6,606
+99
+2% +$7.75K 0.37% 64
2020
Q2 		$480K Sell
6,507
-52
-0.8% -$3.92K 0.39% 62
2020
Q1 		$481K Hold
6,559
– – 0.51% 50
2019
Q4 		$569K Buy
+6,559
New +$539K 0.48% 50

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Howard Wealth Management's MRK Position: Q2 2026 in Review

Howard Wealth Management increased its Merck (MRK) stake by 6.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 4,092 shares worth $526K. The position accounts for 0.19% of the portfolio, ranked #89.

Howard Wealth Management first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $572K in Q1 2024. 1,410 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Howard Wealth Management held 4,092 shares of Merck worth $526K as of Q2 2026.
  • Howard Wealth Management bought 249 Merck shares in Q2 2026, an estimated $29.1K.
  • Merck made up 0.19% of Howard Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Howard Wealth Management first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Howard Wealth Management's Merck position peaked at $572K in Q1 2024.
  • 1,410 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.