OneDigital Investment Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.05M Buy
58,595
+5,871
+11% +$678K 0.07% 219
2025
Q4
$5.55M Buy
52,724
+1,798
+4% +$169K 0.05% 257
2025
Q3
$4.27M Buy
50,926
+805
+2% +$66.3K 0.04% 272
2025
Q2
$3.97M Sell
50,121
-5,779
-10% -$459K 0.04% 278
2025
Q1
$5.02M Sell
55,900
-4,946
-8% -$462K 0.06% 233
2024
Q4
$6.05M Sell
60,846
-15,455
-20% -$1.59M 0.07% 208
2024
Q3
$8.66M Sell
76,301
-1,815
-2% -$216K 0.1% 171
2024
Q2
$9.67M Buy
78,116
+22,822
+41% +$2.94M 0.12% 147
2024
Q1
$7.3M Sell
55,294
-3,092
-5% -$381K 0.11% 162
2023
Q4
$6.37M Sell
58,386
-2,722
-4% -$283K 0.11% 161
2023
Q3
$6.29M Buy
61,108
+155
+0.3% +$16.7K 0.14% 136
2023
Q2
$7.03M Sell
60,953
-4,353
-7% -$494K 0.16% 118
2023
Q1
$6.95M Buy
65,306
+13,342
+26% +$1.44M 0.16% 115
2022
Q4
$5.77M Buy
51,964
+7,486
+17% +$765K 0.17% 118
2022
Q3
$3.83M Buy
44,478
+6,307
+17% +$563K 0.14% 107
2022
Q2
$3.48M Buy
38,171
+790
+2% +$70K 0.15% 98
2022
Q1
$3.07M Sell
37,381
-1,451
-4% -$114K 0.12% 117
2021
Q4
$2.98M Buy
38,832
+1,357
+4% +$108K 0.11% 127
2021
Q3
$2.81M Buy
37,475
+2,002
+6% +$152K 0.11% 119
2021
Q2
$2.76M Buy
35,473
+1,411
+4% +$105K 0.11% 120
2021
Q1
$2.51M Buy
34,062
+2,991
+10% +$221K 0.12% 125
2020
Q4
$2.44M Buy
31,071
+167
+0.5% +$12.8K 0.13% 117
2020
Q3
$2.44M Sell
30,904
-707
-2% -$55.4K 0.17% 101
2020
Q2
$2.33M Sell
31,611
-6,065
-16% -$457K 0.17% 120
2020
Q1
$2.77M Buy
37,676
+2,542
+7% +$200K 0.25% 88
2019
Q4
$3.05M Sell
35,134
-724
-2% -$59.5K 0.24% 96
2019
Q3
$2.88M Buy
35,858
+969
+3% +$77.7K 0.26% 87
2019
Q2
$2.79M Buy
34,889
+23,993
+220% +$1.84M 0.22% 75
2019
Q1
$850K Sell
10,896
-1,383
-11% -$103K 0.12% 122
2018
Q4
$895K Buy
12,279
+3,594
+41% +$254K 0.15% 110
2018
Q3
$588K Buy
8,685
+1,957
+29% +$125K 0.14% 91
2018
Q2
$390K Sell
6,728
-1,336
-17% -$75.4K 0.08% 147
2018
Q1
$419K Buy
8,064
+530
+7% +$28.6K 0.09% 146
2017
Q4
$404K Buy
7,534
+3,845
+104% +$213K 0.05% 151
2017
Q3
$225K Sell
3,689
-1,494
-29% -$90.6K 0.08% 136
2017
Q2
$317K Buy
+5,183
New +$316K 0.09% 154

Other funds holding MRK

OneDigital Investment Advisors's MRK Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $678K and bringing the position to 58,595 shares worth $7.05M. The position accounts for 0.07% of the portfolio, ranked #219.

OneDigital Investment Advisors first reported a position in MRK in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.67M in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • OneDigital Investment Advisors held 58,595 shares of Merck worth $7.05M as of Q1 2026.
  • OneDigital Investment Advisors bought 5,871 Merck shares in Q1 2026, an estimated $678K.
  • Merck made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #219 holding.
  • OneDigital Investment Advisors first reported a position in Merck in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Merck position peaked at $9.67M in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.