OWA
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
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% +$99.5K 0.42% 31
2020
Q4 		$306K Buy
+3,918
New +$300K 0.38% 35

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

Opal Wealth Advisors's MRK Position: Q1 2026 in Review

Opal Wealth Advisors increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $3.69K and bringing the position to 2,983 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #125.

Opal Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $758K in Q2 2023. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Opal Wealth Advisors held 2,983 shares of Merck worth $359K as of Q1 2026.
  • Opal Wealth Advisors bought 32 Merck shares in Q1 2026, an estimated $3.69K.
  • Merck made up 0.08% of Opal Wealth Advisors's portfolio in Q1 2026, its #125 holding.
  • Opal Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Merck position peaked at $758K in Q2 2023.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.