Opus Investment Management’s Merck MRK Stock Holding History

Opus Investment Management’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	$4.21M	Hold	35,000	–	–	2.51%	13
2025 Q4	$3.68M	Hold	35,000	–	–	2.24%	15
2025 Q3	$2.94M	Hold	35,000	–	–	1.82%	15
2025 Q2	$2.77M	Hold	35,000	–	–	1.84%	16
2025 Q1	$3.14M	Hold	35,000	–	–	2.24%	15
2024 Q4	$3.48M	Hold	35,000	–	–	2.57%	16
2024 Q3	$3.97M	Hold	35,000	–	–	2.79%	16
2024 Q2	$4.33M	Hold	35,000	–	–	2.8%	13
2024 Q1	$4.62M	Hold	35,000	–	–	3.01%	12
2023 Q4	$3.82M	Hold	35,000	–	–	2.19%	19
2023 Q3	$3.6M	Hold	35,000	–	–	2.22%	19
2023 Q2	$4.04M	Hold	35,000	–	–	1.45%	27
2023 Q1	$3.72M	Hold	35,000	–	–	1.35%	28
2022 Q4	$3.88M	Sell	35,000 -25,000	-42%	-$2.56M	1.38%	34
2022 Q3	$5.17M	Hold	60,000	–	–	1.2%	20
2022 Q2	$5.47M	Sell	60,000 -13,400	-18%	-$1.19M	1.18%	22
2022 Q1	$6.02M	Hold	73,400	–	–	0.93%	32
2021 Q4	$5.63M	Sell	73,400 -3,700	-5%	-$295K	0.8%	32
2021 Q3	$5.79M	Hold	77,100	–	–	0.89%	28
2021 Q2	$6M	Sell	77,100 -3,701	-5%	-$275K	0.9%	24
2021 Q1	$5.94M	Hold	80,801	–	–	0.87%	29
2020 Q4	$6.31M	Buy	80,801 +3,878	+5%	+$297K	0.99%	21
2020 Q3	$6.09M	Hold	76,923	–	–	1.15%	16
2020 Q2	$5.68M	Hold	76,923	–	–	1.15%	16
2020 Q1	$5.65M	Sell	76,923 -262	-0.3%	-$20.6K	1.19%	11
2019 Q4	$6.7M	Hold	77,185	–	–	1.1%	14
2019 Q3	$6.2M	Sell	77,185 -4,978	-6%	-$399K	1.08%	14
2019 Q2	$6.57M	Hold	82,163	–	–	1.24%	11
2019 Q1	$6.52M	Hold	82,163	–	–	1.29%	10
2018 Q4	$5.99M	Hold	82,163	–	–	1.29%	8
2018 Q3	$5.56M	Sell	82,163 -20,960	-20%	-$1.34M	0.97%	26
2018 Q2	$5.97M	Hold	103,123	–	–	1.08%	15
2018 Q1	$5.36M	Hold	103,123	–	–	0.98%	29
2017 Q4	$5.54M	Hold	103,123	–	–	0.99%	33
2017 Q3	$6.3M	Hold	103,123	–	–	1.14%	16
2017 Q2	$6.31M	Hold	103,123	–	–	1.07%	13
2017 Q1	$6.25M	Hold	103,123	–	–	1.07%	18
2016 Q4	$5.79M	Hold	103,123	–	–	1.02%	26
2016 Q3	$6.14M	Hold	103,123	–	–	1.04%	17
2016 Q2	$5.67M	Buy	103,123 +15,720	+18%	+$837K	1%	25
2016 Q1	$4.41M	Buy	87,403 +19,283	+28%	+$944K	0.85%	33
2015 Q4	$3.43M	Buy	68,120 +5,240	+8%	+$264K	0.61%	54
2015 Q3	$2.96M	Hold	62,880	–	–	0.56%	60
2015 Q2	$3.42M	Hold	62,880	–	–	0.62%	58
2015 Q1	$3.45M	Sell	62,880 -15,720	-20%	-$890K	0.61%	51
2014 Q4	$4.26M	Hold	78,600	–	–	0.76%	32
2014 Q3	$4.45M	Hold	78,600	–	–	0.85%	18
2014 Q2	$4.34M	Hold	78,600	–	–	0.86%	32
2014 Q1	$4.26M	Sell	78,600 -5,240	-6%	-$271K	0.98%	20
2013 Q4	$4M	Sell	83,840 -20,960	-20%	-$958K	1.08%	16
2013 Q3	$4.76M	Hold	104,800	–	–	1.08%	11
2013 Q2	$4.64M	Buy	+104,800	New	+$4.68M	1.11%	17

Other funds holding MRK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Opus Investment Management's MRK Position: Q1 2026 in Review

Opus Investment Management held its Merck (MRK) position steady in Q1 2026 at 35,000 shares worth $4.21M. The position accounts for 2.51% of the portfolio, ranked #13.

Opus Investment Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.7M in Q4 2019. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Opus Investment Management held 35,000 shares of Merck worth $4.21M as of Q1 2026.
Opus Investment Management left its Merck share count unchanged in Q1 2026.
Merck made up 2.51% of Opus Investment Management's portfolio in Q1 2026, its #13 holding.
Opus Investment Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Opus Investment Management's Merck position peaked at $6.7M in Q4 2019.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.