Opal Wealth Advisors
MRK icon

Opal Wealth Advisors’s Merck MRK Stock Holding History

Opal 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
2026
Q3 		$435K Sell
2,993
-5
-0.2% -$691 0.09% 118
2026
Q2 		$385K Buy
2,998
+15
+0.5% +$1.76K 0.08% 137
2026
Q1 		$359K Buy
2,983
+32
+1% +$3.69K 0.08% 125
2025
Q4 		$311K Sell
2,951
-195
-6% -$18.3K 0.08% 155
2025
Q3 		$264K Sell
3,146
-302
-9% -$24.9K 0.07% 157
2025
Q2 		$273K Buy
3,448
+290
+9% +$23.1K 0.08% 152
2025
Q1 		$283K Buy
3,158
+47
+2% +$4.39K 0.09% 127
2024
Q4 		$309K Sell
3,111
-179
-5% -$18.5K 0.09% 125
2024
Q3 		$374K Sell
3,290
-92
-3% -$10.9K 0.12% 104
2024
Q2 		$419K Sell
3,382
-1,006
-23% -$130K 0.13% 88
2024
Q1 		$579K Sell
4,388
-898
-17% -$111K 0.2% 70
2023
Q4 		$576K Sell
5,286
-44
-0.8% -$4.57K 0.23% 70
2023
Q3 		$549K Sell
5,330
-1,240
-19% -$134K 0.32% 51
2023
Q2 		$758K Buy
6,570
+1,280
+24% +$145K 0.38% 34
2023
Q1 		$563K Buy
5,290
+242
+5% +$26.1K 0.33% 34
2022
Q4 		$560K Sell
5,048
-33
-0.6% -$3.37K 0.31% 46
2022
Q3 		$438K Sell
5,081
-59
-1% -$5.27K 0.32% 45
2022
Q2 		$469K Buy
5,140
+423
+9% +$37.5K 0.31% 45
2022
Q1 		$387K Sell
4,717
-471
-9% -$37.1K 0.34% 46
2021
Q4 		$398K Buy
5,188
+1,392
+37% +$111K 0.25% 67
2021
Q3 		$285K Sell
3,796
-1,823
-32% -$139K 0.27% 54
2021
Q2 		$437K Buy
5,619
+352
+7% +$26.2K 0.41% 36
2021
Q1 		$387K Buy
5,267
+1,349
+34% +$100K 0.42% 31
2020
Q4 		$306K Buy
+3,918
New +$300K 0.38% 35

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Opal Wealth Advisors's MRK Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Merck (MRK) stake by 0.17% in Q3 2026, selling an estimated $691 and leaving 2,993 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #118.

Opal Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 24 quarters since. The position peaked at $758K in Q2 2023. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Opal Wealth Advisors held 2,993 shares of Merck worth $435K as of Q3 2026.
  • Opal Wealth Advisors sold 5 Merck shares in Q3 2026, an estimated $691.
  • Merck made up 0.09% of Opal Wealth Advisors's portfolio in Q3 2026, its #118 holding.
  • Opal Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's Merck position peaked at $758K in Q2 2023.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.