Oak Hill Wealth Advisors’s Merck MRK Stock Holding History

Oak Hill Wealth Advisors’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 Q3	$259K	Sell	3,085 -334	-10%	-$27.5K	0.05%	129
2025 Q2	$278K	Buy	+3,419	New	+$272K	0.06%	128
2025 Q1	–	Sell	-2,050	Closed	-$204K	–	139
2024 Q4	$204K	Buy	+2,050	New	+$211K	0.05%	131
2024 Q3	–	Sell	-1,807	Closed	-$215K	–	181
2024 Q2	$224K	Buy	+1,807	New	+$233K	0.07%	104
2024 Q1	–	Sell	-2,007	Closed	-$247K	–	167
2023 Q4	$219K	Sell	2,007 -37	-2%	-$3.84K	0.08%	102
2023 Q3	$210K	Sell	2,044 -96	-4%	-$10.3K	0.08%	99
2023 Q2	$247K	Sell	2,140 -1,809	-46%	-$205K	0.09%	95
2023 Q1	$420K	Buy	3,949 +1,809	+85%	+$195K	0.17%	71
2022 Q4	$237K	Buy	+2,140	New	+$219K	0.1%	92

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's MRK Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Merck (MRK) stake by 9.8% in Q3 2025, selling an estimated $27.5K and leaving 3,085 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #129.

Oak Hill Wealth Advisors first reported a position in MRK in Q4 2022 and has held it in 9 quarters since. The position peaked at $420K in Q1 2023. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Oak Hill Wealth Advisors held 3,085 shares of Merck worth $259K as of Q3 2025.
Oak Hill Wealth Advisors sold 334 Merck shares in Q3 2025, an estimated $27.5K.
Merck made up 0.05% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #129 holding.
Oak Hill Wealth Advisors first reported a position in Merck in Q4 2022 and has held it in 9 quarters since.
Oak Hill Wealth Advisors's Merck position peaked at $420K in Q1 2023.
3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.