Opus Capital Group’s Merck MRK Stock Holding History

Opus Capital Group’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
2025 Q3	–	Sell	-3,603	Closed	-$285K	–	136
2025 Q2	$285K	Sell	3,603 -1,639	-31%	-$130K	0.03%	98
2025 Q1	$471K	Sell	5,242 -496	-9%	-$46.3K	0.06%	79
2024 Q4	$571K	Sell	5,738 -1,276	-18%	-$132K	0.07%	64
2024 Q3	$796K	Buy	7,014 +380	+6%	+$45.1K	0.1%	57
2024 Q2	$821K	Buy	6,634 +141	+2%	+$18.2K	0.12%	59
2024 Q1	$857K	Sell	6,493 -861	-12%	-$106K	0.13%	57
2023 Q4	$802K	Sell	7,354 -54	-0.7%	-$5.61K	0.13%	54
2023 Q3	$763K	Sell	7,408 -807	-10%	-$87K	0.14%	54
2023 Q2	$948K	Sell	8,215 -114	-1%	-$12.9K	0.16%	44
2023 Q1	$886K	Sell	8,329 -99	-1%	-$10.7K	0.16%	49
2022 Q4	$935K	Sell	8,428 -340	-4%	-$34.8K	0.18%	42
2022 Q3	$755K	Buy	8,768 +2	+0%	+$179	0.16%	45
2022 Q2	$799K	Sell	8,766 -141	-2%	-$12.5K	0.16%	45
2022 Q1	$731K	Sell	8,907 -18	-0.2%	-$1.42K	0.14%	56
2021 Q4	$684K	Buy	8,925 +138	+2%	+$11K	0.14%	49
2021 Q3	$660K	Sell	8,787 -2,482	-22%	-$189K	0.15%	47
2021 Q2	$876K	Sell	11,269 -253	-2%	-$18.8K	0.2%	46
2021 Q1	$848K	Sell	11,522 -2,042	-15%	-$151K	0.2%	48
2020 Q4	$1.06M	Buy	13,564 +775	+6%	+$59.3K	0.27%	40
2020 Q3	$1.01M	Buy	12,789 +234	+2%	+$18.3K	0.3%	39
2020 Q2	$926K	Buy	12,555 +3,997	+47%	+$301K	0.28%	43
2020 Q1	$628K	Buy	+8,558	New	+$673K	0.22%	55
2018 Q1	–	Sell	-4,121	Closed	-$222K	–	239
2017 Q4	$222K	Sell	4,121 -4,862	-54%	-$270K	0.05%	224
2017 Q3	$549K	Sell	8,983 -618	-6%	-$37.5K	0.12%	130
2017 Q2	$587K	Sell	9,601 -1,630	-15%	-$99.2K	0.12%	116
2017 Q1	$681K	Hold	11,231	–	–	0.09%	118
2016 Q4	$631K	Sell	11,231 -3,966	-26%	-$232K	0.09%	110
2016 Q3	$905K	Sell	15,197 -105	-0.7%	-$6.14K	0.19%	101
2016 Q2	$841K	Hold	15,302	–	–	0.19%	107
2016 Q1	$773K	Buy	15,302 +111	+0.7%	+$5.44K	0.17%	117
2015 Q4	$766K	Buy	15,191 +1,950	+15%	+$98.3K	0.13%	136
2015 Q3	$624K	Hold	13,241	–	–	0.11%	144
2015 Q2	$719K	Sell	13,241 -9,317	-41%	-$523K	0.11%	142
2015 Q1	$1.24M	Hold	22,558	–	–	0.2%	115
2014 Q4	$1.22M	Sell	22,558 -4,137	-15%	-$230K	0.18%	112
2014 Q3	$1.51M	Buy	26,695 +233	+0.9%	+$13.1K	0.21%	112
2014 Q2	$1.46M	Sell	26,462 -249	-0.9%	-$13.6K	0.1%	106
2014 Q1	$1.45M	Sell	26,711 -116	-0.4%	-$6.01K	0.1%	101
2013 Q4	$1.28M	Buy	26,827 +12,061	+82%	+$551K	0.07%	104
2013 Q3	$671K	Hold	14,766	–	–	0.04%	110
2013 Q2	$654K	Buy	+14,766	New	+$660K	0.04%	103

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Opus Capital Group's MRK Position: Q3 2025 in Review

Opus Capital Group sold out of Merck (MRK) in Q3 2025, closing a stake of 3,603 shares — an estimated $285K sold.

Opus Capital Group first reported a position in MRK in Q2 2013 and held it in 41 quarters. The position peaked at $1.51M in Q3 2014. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

Opus Capital Group reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
Opus Capital Group sold 3,603 Merck shares in Q3 2025, an estimated $285K.
Opus Capital Group first reported a position in Merck in Q2 2013 and held it in 41 quarters.
Opus Capital Group's Merck position peaked at $1.51M in Q3 2014.
3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Opus Capital Group's 13F filing for Q3 2025, filed 31 Oct 2025.