HPM
MRK icon

Hoxton Planning & Management’s Merck MRK Stock Holding History

Hoxton Planning & 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 		$376K Sell
2,925
-55
-2% -$6.44K 0.1% 153
2026
Q1 		$358K Sell
2,980
-45
-1% -$5.2K 0.11% 138
2025
Q4 		$318K Buy
3,025
+5
+0.2% +$469 0.1% 147
2025
Q3 		$253K Buy
3,020
+395
+15% +$32.5K 0.08% 176
2025
Q2 		$208K Sell
2,625
-621
-19% -$49.4K 0.07% 197
2025
Q1 		$291K Sell
3,246
-919
-22% -$85.8K 0.11% 152
2024
Q4 		$414K Sell
4,165
-411
-9% -$42.4K 0.16% 118
2024
Q3 		$520K Buy
4,576
+323
+8% +$38.4K 0.2% 99
2024
Q2 		$527K Buy
4,253
+159
+4% +$20.5K 0.24% 79
2024
Q1 		$540K Buy
4,094
+157
+4% +$19.4K 0.26% 77
2023
Q4 		$429K Buy
3,937
+315
+9% +$32.7K 0.23% 84
2023
Q3 		$373K Sell
3,622
-37
-1% -$3.99K 0.24% 83
2023
Q2 		$422K Sell
3,659
-230
-6% -$26.1K 0.26% 78
2023
Q1 		$414K Buy
3,889
+75
+2% +$8.1K 0.23% 90
2022
Q4 		$423K Buy
+3,814
New +$390K 0.22% 93

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Hoxton Planning & Management's MRK Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Merck (MRK) stake by 1.8% in Q2 2026, selling an estimated $6.44K and leaving 2,925 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #153.

Hoxton Planning & Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $540K in Q1 2024. 923 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Hoxton Planning & Management held 2,925 shares of Merck worth $376K as of Q2 2026.
  • Hoxton Planning & Management sold 55 Merck shares in Q2 2026, an estimated $6.44K.
  • Merck made up 0.1% of Hoxton Planning & Management's portfolio in Q2 2026, its #153 holding.
  • Hoxton Planning & Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Merck position peaked at $540K in Q1 2024.
  • 923 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.