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Operose Advisors’s Merck MRK Stock Holding History

Operose 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 		$605K Buy
5,030
+329
+7% +$38K 0.14% 78
2025
Q4 		$495K Buy
4,701
+796
+20% +$74.7K 0.12% 88
2025
Q3 		$328K Buy
3,905
+5
+0.1% +$412 0.08% 105
2025
Q2 		$309K Hold
3,900
– – 0.09% 102
2025
Q1 		$350K Sell
3,900
-37
-0.9% -$3.46K 0.12% 90
2024
Q4 		$392K Buy
3,937
+2,536
+181% +$261K 0.13% 88
2024
Q3 		$159K Sell
1,401
-150
-10% -$17.8K 0.05% 161
2024
Q2 		$192K Sell
1,551
-75
-5% -$9.66K 0.07% 138
2024
Q1 		$215K Buy
1,626
+793
+95% +$97.7K 0.07% 146
2023
Q4 		$90.8K Sell
833
-1,570
-65% -$163K 0.04% 168
2023
Q3 		$247K Buy
2,403
+2,026
+537% +$218K 0.1% 100
2023
Q2 		$43.5K Hold
377
– – 0.02% 171
2023
Q1 		$40.1K Hold
377
– – 0.02% 170
2022
Q4 		$41.8K Buy
377
+1
+0.3% +$102 0.02% 165
2022
Q3 		$32K Buy
376
+250
+198% +$22.3K 0.02% 182
2022
Q2 		$12K Hold
126
– – 0.01% 228
2022
Q1 		$10K Hold
126
– – 0.01% 264
2021
Q4 		$10K Buy
+126
New +$10K 0.01% 258

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

Operose Advisors's MRK Position: Q1 2026 in Review

Operose Advisors increased its Merck (MRK) stake by 7% in Q1 2026, buying an estimated $38K and bringing the position to 5,030 shares worth $605K. The position accounts for 0.14% of the portfolio, ranked #78.

Operose Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Operose Advisors held 5,030 shares of Merck worth $605K as of Q1 2026.
  • Operose Advisors bought 329 Merck shares in Q1 2026, an estimated $38K.
  • Merck made up 0.14% of Operose Advisors's portfolio in Q1 2026, its #78 holding.
  • Operose Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.