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HUB Investment Partners’s Merck MRK Stock Holding History

HUB Investment Partners’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 		$5.6M Buy
46,515
+1,636
+4% +$189K 0.13% 137
2025
Q4 		$4.72M Sell
44,879
-3,651
-8% -$343K 0.12% 138
2025
Q3 		$4.07M Sell
48,530
-25,274
-34% -$2.08M 0.14% 140
2025
Q2 		$5.84M Sell
73,804
-60,451
-45% -$4.81M 0.19% 103
2025
Q1 		$12.1M Buy
134,255
+6,264
+5% +$585K 0.48% 54
2024
Q4 		$12.7M Buy
127,991
+3,873
+3% +$399K 0.53% 50
2024
Q3 		$14.1M Buy
124,118
+4,702
+4% +$559K 0.61% 47
2024
Q2 		$14.8M Buy
119,416
+8,055
+7% +$1.04M 0.56% 33
2024
Q1 		$14.7M Buy
111,361
+13,009
+13% +$1.6M 0.8% 28
2023
Q4 		$10.7M Buy
98,352
+57,078
+138% +$5.92M 0.73% 35
2023
Q3 		$4.25M Buy
41,274
+6,684
+19% +$720K 0.64% 40
2023
Q2 		$3.99M Buy
34,590
+696
+2% +$79K 0.66% 39
2023
Q1 		$3.61M Buy
+33,894
New +$3.66M 0.75% 34
2022
Q4 		– Sell
-28,601
Closed -$2.46M – 150
2022
Q3 		$2.46M Buy
28,601
+2,438
+9% +$218K 0.74% 34
2022
Q2 		$2.38M Buy
26,163
+251
+1% +$22.3K 0.74% 35
2022
Q1 		$2.13M Sell
25,912
-1,464
-5% -$115K 0.5% 54
2021
Q4 		$2.1M Buy
27,376
+310
+1% +$24.7K 0.49% 57
2021
Q3 		$2.03M Buy
27,066
+1,427
+6% +$109K 0.48% 57
2021
Q2 		$1.99M Buy
25,639
+1,408
+6% +$105K 0.53% 54
2021
Q1 		$1.78M Buy
24,231
+6,261
+35% +$462K 0.53% 54
2020
Q4 		$1.42M Buy
+17,970
New +$1.37M 0.65% 45

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HUB Investment Partners's MRK Position: Q1 2026 in Review

HUB Investment Partners increased its Merck (MRK) stake by 3.6% in Q1 2026, buying an estimated $189K and bringing the position to 46,515 shares worth $5.6M. The position accounts for 0.13% of the portfolio, ranked #137.

HUB Investment Partners first reported a position in MRK in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.8M in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • HUB Investment Partners held 46,515 shares of Merck worth $5.6M as of Q1 2026.
  • HUB Investment Partners bought 1,636 Merck shares in Q1 2026, an estimated $189K.
  • Merck made up 0.13% of HUB Investment Partners's portfolio in Q1 2026, its #137 holding.
  • HUB Investment Partners first reported a position in Merck in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's Merck position peaked at $14.8M in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.