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Oxford Wealth Group’s Merck MRK Stock Holding History

Oxford Wealth 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
Q2 		$1.17M Buy
9,125
+155
+2% +$18.1K 0.52% 38
2026
Q1 		$1.08M Sell
8,970
-297
-3% -$34.3K 0.59% 39
2025
Q4 		$975K Buy
+9,267
New +$870K 0.47% 42
2024
Q4 		$1.15M Sell
11,570
-510
-4% -$52.6K 0.74% 31
2024
Q3 		$1.37M Buy
12,080
+247
+2% +$29.3K 1.12% 25
2024
Q2 		$1.46M Sell
11,833
-251
-2% -$32.3K 1.01% 33
2024
Q1 		$1.59M Buy
+12,084
New +$1.49M 1.45% 17

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxford Wealth Group's MRK Position: Q2 2026 in Review

Oxford Wealth Group increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $18.1K and bringing the position to 9,125 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #38.

Oxford Wealth Group first reported a position in MRK in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2024. 3,850 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Oxford Wealth Group held 9,125 shares of Merck worth $1.17M as of Q2 2026.
  • Oxford Wealth Group bought 155 Merck shares in Q2 2026, an estimated $18.1K.
  • Merck made up 0.52% of Oxford Wealth Group's portfolio in Q2 2026, its #38 holding.
  • Oxford Wealth Group first reported a position in Merck in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Merck position peaked at $1.59M in Q1 2024.
  • 3,850 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.