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Oxford Financial Group’s Merck MRK Stock Holding History

Oxford Financial 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
2026
Q1 		$501K Sell
4,165
-794
-16% -$91.7K 0.03% 162
2025
Q4 		$522K Sell
4,959
-202
-4% -$19K 0.03% 142
2025
Q3 		$433K Buy
5,161
+948
+23% +$78.1K 0.02% 156
2025
Q2 		$334K Sell
4,213
-325
-7% -$25.8K 0.02% 163
2025
Q1 		$407K Sell
4,538
-1,271
-22% -$119K 0.03% 146
2024
Q4 		$578K Sell
5,809
-45
-0.8% -$4.64K 0.04% 128
2024
Q3 		$665K Sell
5,854
-2,846
-33% -$338K 0.04% 109
2024
Q2 		$1.08M Buy
8,700
+2,177
+33% +$280K 0.07% 87
2024
Q1 		$861K Buy
6,523
+419
+7% +$51.6K 0.06% 90
2023
Q4 		$665K Sell
6,104
-567
-8% -$58.9K 0.05% 107
2023
Q3 		$687K Sell
6,671
-2,262
-25% -$244K 0.06% 101
2023
Q2 		$1.03M Buy
8,933
+2,339
+35% +$266K 0.1% 73
2023
Q1 		$702K Buy
6,594
+117
+2% +$12.6K 0.08% 86
2022
Q4 		$719K Buy
6,477
+947
+17% +$96.8K 0.08% 83
2022
Q3 		$476K Sell
5,530
-1,783
-24% -$159K 0.07% 104
2022
Q2 		$667K Buy
7,313
+1,938
+36% +$172K 0.1% 87
2022
Q1 		$441K Buy
5,375
+17
+0.3% +$1.34K 0.06% 125
2021
Q4 		$411K Hold
5,358
– – 0.05% 137
2021
Q3 		$402K Hold
5,358
– – 0.05% 127
2021
Q2 		$417K Sell
5,358
-268
-5% -$19.9K 0.06% 123
2021
Q1 		$414K Sell
5,626
-435
-7% -$32.1K 0.06% 123
2020
Q4 		$473K Buy
6,061
+396
+7% +$30.3K 0.07% 104
2020
Q3 		$448K Buy
5,665
+50
+0.9% +$3.92K 0.07% 99
2020
Q2 		$414K Sell
5,615
-43
-0.8% -$3.24K 0.07% 106
2020
Q1 		$415K Buy
+5,658
New +$445K 0.08% 95

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

Oxford Financial Group's MRK Position: Q1 2026 in Review

Oxford Financial Group reduced its Merck (MRK) stake by 16% in Q1 2026, selling an estimated $91.7K and leaving 4,165 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #162.

Oxford Financial Group first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.08M in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Oxford Financial Group held 4,165 shares of Merck worth $501K as of Q1 2026.
  • Oxford Financial Group sold 794 Merck shares in Q1 2026, an estimated $91.7K.
  • Merck made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #162 holding.
  • Oxford Financial Group first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Merck position peaked at $1.08M in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.