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Live Oak Private Wealth’s Merck MRK Stock Holding History

Live 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 		$10M Sell
77,794
-1,544
-2% -$181K 1.25% 25
2026
Q1 		$9.54M Sell
79,338
-591
-0.7% -$68.2K 1.33% 26
2025
Q4 		$8.41M Buy
79,929
+1,094
+1% +$103K 1.15% 34
2025
Q3 		$6.62M Buy
78,835
+2,565
+3% +$211K 0.92% 44
2025
Q2 		$6.04M Buy
76,270
+2,642
+4% +$210K 0.9% 42
2025
Q1 		$6.61M Buy
73,628
+3,934
+6% +$367K 1.07% 36
2024
Q4 		$6.93M Sell
69,694
-265
-0.4% -$27.3K 1.17% 33
2024
Q3 		$7.94M Buy
69,959
+750
+1% +$89.1K 1.29% 26
2024
Q2 		$8.57M Sell
69,209
-1,254
-2% -$162K 1.47% 19
2024
Q1 		$9.3M Sell
70,463
-13,854
-16% -$1.71M 1.61% 19
2023
Q4 		$9.19M Sell
84,317
-967
-1% -$100K 1.73% 15
2023
Q3 		$8.78M Sell
85,284
-19
-0% -$2.05K 1.87% 14
2023
Q2 		$9.84M Sell
85,303
-2,067
-2% -$235K 1.96% 9
2023
Q1 		$9.3M Sell
87,370
-5,191
-6% -$560K 1.92% 11
2022
Q4 		$10.3M Sell
92,561
-335
-0.4% -$34.2K 2.12% 9
2022
Q3 		$8M Sell
92,896
-284
-0.3% -$25.4K 1.8% 13
2022
Q2 		$8.49M Buy
93,180
+1,321
+1% +$117K 1.79% 11
2022
Q1 		$7.54M Buy
91,859
+1,453
+2% +$115K 1.46% 19
2021
Q4 		$6.93M Buy
90,406
+6,672
+8% +$531K 1.3% 29
2021
Q3 		$6.29M Buy
83,734
+2,617
+3% +$199K 1.28% 30
2021
Q2 		$6.31M Buy
81,117
+9,083
+13% +$676K 1.39% 26
2021
Q1 		$5.3M Buy
72,034
+11,708
+19% +$864K 1.3% 30
2020
Q4 		$4.71M Buy
60,326
+1,355
+2% +$104K 1.32% 33
2020
Q3 		$4.67M Sell
58,971
-263
-0.4% -$20.6K 1.6% 25
2020
Q2 		$4.37M Buy
59,234
+55,973
+1,716% +$4.21M 1.59% 25
2020
Q1 		$239K Buy
3,261
+351
+12% +$27.6K 0.25% 63
2019
Q4 		$253K Buy
+2,910
New +$239K 0.25% 68

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Live Oak Private Wealth reduced its Merck (MRK) stake by 1.9% in Q2 2026, selling an estimated $181K and leaving 77,794 shares worth $10M. The position accounts for 1.25% of the portfolio, ranked #25.

Live Oak Private Wealth first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q4 2022. 3,832 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Live Oak Private Wealth held 77,794 shares of Merck worth $10M as of Q2 2026.
  • Live Oak Private Wealth sold 1,544 Merck shares in Q2 2026, an estimated $181K.
  • Merck made up 1.25% of Live Oak Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Live Oak Private Wealth first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Merck position peaked at $10.3M in Q4 2022.
  • 3,832 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.