Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 33,988
Value: $4.37M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,988	$4.37M	0.1%	+3,234+10.5%	Added	Holders
Q1 2026	30,754	$3.70M	0.1%	+14,925+94.3%	Added	Holders
Q4 2025	15,829	$1.67M	0.1%	+411+2.7%	Added	Holders
Q3 2025	15,418	$1.29M	<0.1%	+1,699+12.4%	Added	Holders
Q2 2025	13,719	$1.09M	<0.1%	−3,039−18.1%	Reduced	Holders
Q1 2025	16,758	$1.50M	0.1%	−272−1.6%	Reduced	Holders
Q4 2024	17,030	$1.69M	0.1%	−670−3.8%	Reduced	Holders
Q3 2024	17,700	$2.01M	0.1%	+770+4.5%	Added	Holders
Q2 2024	16,930	$2.10M	0.1%	+1,727+11.4%	Added	Holders
Q1 2024	15,203	$2.01M	0.1%	+1,633+12.0%	Added	Holders
Q4 2023	13,570	$1.48M	0.1%	+2,258+20.0%	Added	Holders
Q3 2023	11,312	$1.16M	0.1%	−881−7.2%	Reduced	Holders
Q2 2023	12,193	$1.41M	0.1%	−11,462−48.5%	Reduced	Holders
Q1 2023	23,655	$2.52M	0.1%	+2,165+10.1%	Added	Holders
Q4 2022	21,490	$2.38M	0.2%	+2,299+12.0%	Added	Holders
Q3 2022	19,191	$1.65M	0.1%	+85+0.4%	Added	Holders
Q2 2022	19,106	$1.74M	0.1%	+1,506+8.6%	Added	Holders
Q1 2022	17,600	$1.44M	0.1%	+80+0.5%	Added	Holders
Q4 2021	17,520	$1.34M	0.1%	+3,353+23.7%	Added	Holders
Q3 2021	14,167	$1.06M	0.1%	+2,282+19.2%	Added	Holders
Q2 2021	11,885	$924.0K	0.1%	+2,878+32.0%	Added	Holders
Q1 2021	9,007	$694.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.