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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

MRK holding history

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

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
18,619
Value
$2.39M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,619$2.39M0.1%−31,000−62.5%ReducedHolders
Q1 202649,619$5.97M0.2%−560,954−91.9%ReducedHolders
Q4 2025610,573$64.3M2.5%−3,524−0.6%ReducedHolders
Q3 2025614,097$51.5M2.3%+24,697+4.2%AddedHolders
Q2 2025589,400$46.7M2.2%+23,906+4.2%AddedHolders
Q1 2025565,494$50.8M2.6%+30,524+5.7%AddedHolders
Q4 2024534,970$53.2M2.6%+40,230+8.1%AddedHolders
Q3 2024494,740$56.2M2.6%+16,022+3.3%AddedHolders
Q2 2024478,718$59.3M2.7%+12,293+2.6%AddedHolders
Q1 2024466,425$61.5M2.8%+8,073+1.8%AddedHolders
Q4 2023458,352$50.0M2.5%−29,037−6.0%ReducedHolders
Q3 2023487,389$50.2M2.7%+6,922+1.4%AddedHolders
Q2 2023480,467$55.4M2.9%+3,446+0.7%AddedHolders
Q1 2023477,021$50.8M2.8%+18,949+4.1%AddedHolders
Q4 2022458,072$50.8M2.9%+7,649+1.7%AddedHolders
Q3 2022450,423$38.8M2.8%+28,796+6.8%AddedHolders
Q2 2022421,627$38.4M2.7%+82,314+24.3%AddedHolders
Q1 2022339,313$27.8M1.5%+42,067+14.2%AddedHolders
Q4 2021297,246$22.8M1.3%+23,053+8.4%AddedHolders
Q3 2021274,193$20.6M1.3%+15,650+6.1%AddedHolders
Q2 2021258,543$20.1M1.2%+33,616+14.9%AddedHolders
Q1 2021224,927$17.3M1.0%––Holders

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