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Brandywine Oak Private Wealth’s Merck MRK Stock Holding History

Brandywine Oak Private Wealth’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 		$2.67M Sell
20,784
-200
-1% -$23.4K 0.2% 61
2026
Q1 		$2.52M Sell
20,984
-2,854
-12% -$329K 0.21% 59
2025
Q4 		$2.51M Buy
23,838
+520
+2% +$48.8K 0.21% 60
2025
Q3 		$1.96M Sell
23,318
-294
-1% -$24.2K 0.17% 66
2025
Q2 		$1.87M Sell
23,612
-174
-0.7% -$13.8K 0.17% 67
2025
Q1 		$2.14M Sell
23,786
-3,347
-12% -$312K 0.21% 60
2024
Q4 		$2.7M Sell
27,133
-719
-3% -$74.1K 0.26% 51
2024
Q3 		$3.16M Buy
27,852
+412
+2% +$48.9K 0.31% 47
2024
Q2 		$3.4M Sell
27,440
-190
-0.7% -$24.5K 0.35% 39
2024
Q1 		$3.65M Sell
27,630
-211
-0.8% -$26K 0.38% 38
2023
Q4 		$3.04M Sell
27,841
-79
-0.3% -$8.2K 0.34% 42
2023
Q3 		$2.87M Sell
27,920
-214
-0.8% -$23.1K 0.34% 43
2023
Q2 		$3.25M Sell
28,134
-419
-1% -$47.6K 0.36% 41
2023
Q1 		$3.04M Buy
28,553
+1,986
+7% +$214K 0.35% 40
2022
Q4 		$2.95M Sell
26,567
-920
-3% -$94K 0.37% 42
2022
Q3 		$2.37M Sell
27,487
-1,742
-6% -$156K 0.32% 50
2022
Q2 		$2.66M Buy
29,229
+293
+1% +$26K 0.34% 44
2022
Q1 		$2.37M Sell
28,936
-475
-2% -$37.5K 0.27% 67
2021
Q4 		$2.25M Sell
29,411
-1,875
-6% -$149K 0.25% 68
2021
Q3 		$2.35M Buy
31,286
+1,705
+6% +$130K 0.27% 64
2021
Q2 		$2.3M Buy
29,581
+9,929
+51% +$739K 0.27% 62
2021
Q1 		$1.45M Sell
19,652
-231
-1% -$17K 0.21% 71
2020
Q4 		$1.55M Buy
19,883
+1,040
+6% +$79.5K 0.24% 67
2020
Q3 		$1.49M Sell
18,843
-453
-2% -$35.5K 0.25% 62
2020
Q2 		$1.42M Sell
19,296
-1,080
-5% -$81.3K 0.25% 67
2020
Q1 		$1.5M Buy
20,376
+116
+0.6% +$9.12K 0.31% 55
2019
Q4 		$1.76M Buy
20,260
+1,197
+6% +$98.3K 0.32% 51
2019
Q3 		$1.53M Buy
19,063
+1,209
+7% +$96.9K 0.29% 56
2019
Q2 		$1.43M Sell
17,854
-416
-2% -$31.9K 0.29% 58
2019
Q1 		$1.45M Buy
18,270
+775
+4% +$58K 0.3% 52
2018
Q4 		$1.28M Buy
+17,495
New +$1.24M 0.29% 58

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Brandywine Oak Private Wealth's MRK Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Merck (MRK) stake by 0.95% in Q2 2026, selling an estimated $23.4K and leaving 20,784 shares worth $2.67M. The position accounts for 0.2% of the portfolio, ranked #61.

Brandywine Oak Private Wealth first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.65M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Brandywine Oak Private Wealth held 20,784 shares of Merck worth $2.67M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 200 Merck shares in Q2 2026, an estimated $23.4K.
  • Merck made up 0.2% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #61 holding.
  • Brandywine Oak Private Wealth first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Merck position peaked at $3.65M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.