Oak Associates’s Merck MRK Stock Holding History

Oak Associates’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	$2.03M	Hold	16,835	–	–	0.14%	82
2025 Q4	$1.77M	Sell	16,835 -333	-2%	-$31.3K	0.11%	80
2025 Q3	$1.44M	Hold	17,168	–	–	0.09%	88
2025 Q2	$1.36M	Hold	17,168	–	–	0.09%	87
2025 Q1	$1.54M	Hold	17,168	–	–	0.12%	85
2024 Q4	$1.71M	Hold	17,168	–	–	0.12%	87
2024 Q3	$1.95M	Hold	17,168	–	–	0.13%	82
2024 Q2	$2.13M	Hold	17,168	–	–	0.14%	73
2024 Q1	$2.27M	Sell	17,168 -2,431	-12%	-$300K	0.16%	74
2023 Q4	$2.14M	Buy	19,599 +4,541	+30%	+$471K	0.16%	78
2023 Q3	$1.55M	Sell	15,058 -8,092	-35%	-$872K	0.13%	85
2023 Q2	$2.67M	Sell	23,150 -15	-0.1%	-$1.7K	0.21%	64
2023 Q1	$2.46M	Sell	23,165 -585	-2%	-$63.2K	0.2%	69
2022 Q4	$2.64M	Hold	23,750	–	–	0.22%	71
2022 Q3	$2.04M	Hold	23,750	–	–	0.17%	73
2022 Q2	$2.17M	Sell	23,750 -15	-0.1%	-$1.33K	0.17%	71
2022 Q1	$1.95M	Hold	23,765	–	–	0.12%	84
2021 Q4	$1.82M	Hold	23,765	–	–	0.1%	89
2021 Q3	$1.78M	Hold	23,765	–	–	0.1%	85
2021 Q2	$1.85M	Sell	23,765 -1,141	-5%	-$84.9K	0.1%	84
2021 Q1	$1.83M	Buy	24,906 +26	+0.1%	+$1.92K	0.11%	84
2020 Q4	$1.94M	Hold	24,880	–	–	0.12%	80
2020 Q3	$1.97M	Hold	24,880	–	–	0.13%	70
2020 Q2	$1.84M	Sell	24,880 -1,603	-6%	-$121K	0.12%	74
2020 Q1	$1.94M	Sell	26,483 -576	-2%	-$45.3K	0.16%	68
2019 Q4	$2.35M	Hold	27,059	–	–	0.14%	76
2019 Q3	$2.17M	Hold	27,059	–	–	0.13%	79
2019 Q2	$2.17M	Buy	27,059 +1,650	+6%	+$126K	0.14%	80
2019 Q1	$2.02M	Buy	+25,409	New	+$1.9M	0.12%	84
2017 Q4	–	Sell	-39,824	Closed	-$2.43M	–	161
2017 Q3	$2.43M	Sell	39,824 -2,515	-6%	-$152K	0.18%	88
2017 Q2	$2.59M	Sell	42,339 -9,013	-18%	-$549K	0.2%	88
2017 Q1	$3.11M	Sell	51,352 -2,410	-4%	-$146K	0.25%	83
2016 Q4	$3.02M	Sell	53,762 -4,716	-8%	-$276K	0.3%	76
2016 Q3	$3.28M	Hold	58,478	–	–	0.34%	64
2016 Q2	$3.21M	Hold	58,478	–	–	0.39%	63
2016 Q1	$2.95M	Buy	58,478 +733	+1%	+$35.9K	0.36%	67
2015 Q4	$2.91M	Buy	57,745 +3,039	+6%	+$153K	0.35%	67
2015 Q3	$2.58M	Hold	54,706	–	–	0.34%	68
2015 Q2	$2.97M	Buy	54,706 +524	+1%	+$29.4K	0.36%	63
2015 Q1	$2.97M	Hold	54,182	–	–	0.36%	64
2014 Q4	$2.94M	Buy	54,182 +3,668	+7%	+$204K	0.35%	63
2014 Q3	$2.86M	Hold	50,514	–	–	0.35%	64
2014 Q2	$2.79M	Buy	50,514 +3,249	+7%	+$177K	0.34%	65
2014 Q1	$2.56M	Buy	47,265 +2,201	+5%	+$114K	0.32%	68
2013 Q4	$2.15M	Buy	+45,064	New	+$2.06M	0.23%	76
2013 Q2	$2M	Buy	+45,064	New	+$2.01M	0.24%	72

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Associates's MRK Position: Q1 2026 in Review

Oak Associates held its Merck (MRK) position steady in Q1 2026 at 16,835 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #82.

Oak Associates first reported a position in MRK in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.28M in Q3 2016. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Oak Associates held 16,835 shares of Merck worth $2.03M as of Q1 2026.
Oak Associates left its Merck share count unchanged in Q1 2026.
Merck made up 0.14% of Oak Associates's portfolio in Q1 2026, its #82 holding.
Oak Associates first reported a position in Merck in Q2 2013 and has held it in 46 quarters since.
Oak Associates's Merck position peaked at $3.28M in Q3 2016.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.