MFG
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MidWestOne Financial Group’s Merck MRK Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$1.27M Sell
12,019
-247
-2% -$23.2K 0.14% 135
2025
Q3 		$1.03M Sell
12,266
-434
-3% -$35.7K 0.13% 154
2025
Q2 		$1.01M Sell
12,700
-117
-0.9% -$9.3K 0.13% 156
2025
Q1 		$1.15M Sell
12,817
-5
-0% -$467 0.16% 139
2024
Q4 		$1.28M Sell
12,822
-32
-0.2% -$3.3K 0.18% 119
2024
Q3 		$1.46M Hold
12,854
– – 0.2% 110
2024
Q2 		$1.59M Buy
12,854
+70
+0.5% +$9.02K 0.29% 93
2024
Q1 		$1.69M Hold
12,784
– – 0.3% 89
2023
Q4 		$1.39M Sell
12,784
-109
-0.8% -$11.3K 0.26% 93
2023
Q3 		$1.33M Sell
12,893
-300
-2% -$32.3K 0.3% 85
2023
Q2 		$1.52M Buy
13,193
+963
+8% +$109K 0.33% 76
2023
Q1 		$1.3M Buy
12,230
+4,189
+52% +$452K 0.29% 83
2022
Q4 		$892K Sell
8,041
-5,264
-40% -$538K 0.2% 120
2022
Q3 		$1.15M Buy
13,305
+925
+7% +$82.6K 0.29% 75
2022
Q2 		$1.13M Buy
12,380
+713
+6% +$63.2K 0.28% 86
2022
Q1 		$957K Sell
11,667
-32
-0.3% -$2.52K 0.21% 121
2021
Q4 		$896K Sell
11,699
-175
-1% -$13.9K 0.19% 129
2021
Q3 		$892K Buy
11,874
+2,983
+34% +$227K 0.21% 117
2021
Q2 		$691K Sell
8,891
-346
-4% -$25.7K 0.16% 128
2021
Q1 		$679K Buy
9,237
+365
+4% +$26.9K 0.16% 128
2020
Q4 		$693K Hold
8,872
– – 0.19% 121
2020
Q3 		$702K Buy
+8,872
New +$695K 0.23% 118
2020
Q2 		– Sell
-14,382
Closed -$1.06M – 162
2020
Q1 		$1.06M Sell
14,382
-1,020
-7% -$80.2K 0.39% 58
2019
Q4 		$1.34M Sell
15,402
-65
-0.4% -$5.34K 0.28% 64
2019
Q3 		$1.24M Sell
15,467
-790
-5% -$63.3K 0.38% 55
2019
Q2 		$1.3M Buy
+16,257
New +$1.24M 0.36% 69

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MidWestOne Financial Group's MRK Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Merck (MRK) stake by 2% in Q4 2025, selling an estimated $23.2K and leaving 12,019 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #135.

MidWestOne Financial Group first reported a position in MRK in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.69M in Q1 2024. 3,662 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • MidWestOne Financial Group held 12,019 shares of Merck worth $1.27M as of Q4 2025.
  • MidWestOne Financial Group sold 247 Merck shares in Q4 2025, an estimated $23.2K.
  • Merck made up 0.14% of MidWestOne Financial Group's portfolio in Q4 2025, its #135 holding.
  • MidWestOne Financial Group first reported a position in Merck in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's Merck position peaked at $1.69M in Q1 2024.
  • 3,662 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.