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Oak Harbor Wealth Partners’s Merck MRK Stock Holding History

Oak Harbor Wealth 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 		$1.61M Sell
13,388
-76
-0.6% -$8.77K 0.38% 69
2025
Q4 		$1.42M Sell
13,464
-191
-1% -$17.9K 0.34% 72
2025
Q3 		$1.15M Sell
13,655
-1,092
-7% -$89.9K 0.28% 79
2025
Q2 		$1.17M Sell
14,747
-5,694
-28% -$453K 0.32% 71
2025
Q1 		$1.83M Sell
20,441
-4,876
-19% -$455K 0.52% 47
2024
Q4 		$2.52M Sell
25,317
-919
-4% -$94.7K 0.73% 37
2024
Q3 		$2.98M Buy
26,236
+71
+0.3% +$8.44K 0.85% 35
2024
Q2 		$3.24M Sell
26,165
-490
-2% -$63.1K 1.02% 24
2024
Q1 		$3.52M Buy
26,655
+10
+0% +$1.23K 1.1% 24
2023
Q4 		$2.9M Sell
26,645
-518
-2% -$53.8K 0.98% 30
2023
Q3 		$2.8M Buy
27,163
+726
+3% +$78.3K 0.99% 25
2023
Q2 		$3.05M Sell
26,437
-475
-2% -$53.9K 1.04% 26
2023
Q1 		$2.86M Buy
26,912
+110
+0.4% +$11.9K 1.04% 28
2022
Q4 		$2.97M Buy
26,802
+4
+0% +$409 1.13% 27
2022
Q3 		$2.31M Buy
26,798
+822
+3% +$73.4K 0.9% 33
2022
Q2 		$2.37M Sell
25,976
-928
-3% -$82.3K 0.94% 35
2022
Q1 		$2.21M Buy
26,904
+1,167
+5% +$92K 0.72% 37
2021
Q4 		$1.97M Buy
+25,737
New +$2.05M 0.68% 41

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

Oak Harbor Wealth Partners's MRK Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Merck (MRK) stake by 0.56% in Q1 2026, selling an estimated $8.77K and leaving 13,388 shares worth $1.61M. The position accounts for 0.38% of the portfolio, ranked #69.

Oak Harbor Wealth Partners first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.52M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Oak Harbor Wealth Partners held 13,388 shares of Merck worth $1.61M as of Q1 2026.
  • Oak Harbor Wealth Partners sold 76 Merck shares in Q1 2026, an estimated $8.77K.
  • Merck made up 0.38% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #69 holding.
  • Oak Harbor Wealth Partners first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Merck position peaked at $3.52M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.