SOS
MRK icon

Silver Oak Securities’s Merck MRK Stock Holding History

Silver Oak Securities’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 		$1.23M Sell
9,556
-85
-0.9% -$9.95K 0.07% 250
2026
Q1 		$1.16M Sell
9,641
-860
-8% -$99.3K 0.08% 228
2025
Q4 		$1.11M Buy
10,501
+160
+2% +$15K 0.08% 262
2025
Q3 		$868K Buy
10,341
+1,638
+19% +$135K 0.07% 293
2025
Q2 		$689K Sell
8,703
-2,536
-23% -$202K 0.06% 336
2025
Q1 		$1M Sell
11,239
-783
-7% -$73.1K 0.09% 231
2024
Q4 		$1.18M Buy
12,022
+3,002
+33% +$309K 0.11% 197
2024
Q3 		$939K Buy
9,020
+2,243
+33% +$266K 0.1% 211
2024
Q2 		$839K Buy
6,777
+1,038
+18% +$134K 0.13% 154
2024
Q1 		$757K Sell
5,739
-1,019
-15% -$126K 0.12% 177
2023
Q4 		$737K Buy
6,758
+1,950
+41% +$202K 0.1% 215
2023
Q3 		$495K Buy
4,808
+714
+17% +$77K 0.11% 166
2023
Q2 		$472K Buy
4,094
+493
+14% +$56K 0.08% 235
2023
Q1 		$383K Buy
3,601
+446
+14% +$48.2K 0.06% 244
2022
Q4 		$350K Sell
3,155
-1,653
-34% -$169K 0.07% 209
2022
Q3 		$495K Buy
4,808
+1,650
+52% +$147K 0.11% 166
2022
Q2 		$285K Buy
3,158
+3
+0.1% +$266 0.06% 209
2022
Q1 		$275K Buy
+3,155
New +$249K 0.06% 246

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

Silver Oak Securities's MRK Position: Q2 2026 in Review

Silver Oak Securities reduced its Merck (MRK) stake by 0.88% in Q2 2026, selling an estimated $9.95K and leaving 9,556 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #250.

Silver Oak Securities first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Silver Oak Securities held 9,556 shares of Merck worth $1.23M as of Q2 2026.
  • Silver Oak Securities sold 85 Merck shares in Q2 2026, an estimated $9.95K.
  • Merck made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #250 holding.
  • Silver Oak Securities first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.