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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
2024
Q4 		– Sell
-1,807
Closed -$205K – 201
2024
Q3 		$205K Buy
+1,807
New +$215K 0.05% 112
2024
Q2 		– Sell
-2,007
Closed -$265K – 176
2024
Q1 		$265K Buy
+2,007
New +$247K 0.08% 95

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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.