Skip to main content
Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by WealthPLAN Partners, LLC, 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)
6,004
Value
$771.5K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of MRK by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,004$771.5K0.1%+50+0.8%AddedHolders
Q1 20265,954$716.2K0.1%−4,747−44.4%ReducedHolders
Q4 202510,701$1.13M0.2%+894+9.1%AddedHolders
Q3 20259,807$823.1K0.1%+680+7.5%AddedHolders
Q2 20259,127$722.5K0.1%−67−0.7%ReducedHolders
Q1 20259,194$825.2K0.1%+80+0.9%AddedHolders
Q4 20249,114$906.6K0.1%−167−1.8%ReducedHolders
Q3 20249,281$1.05M0.1%−644−6.5%ReducedHolders
Q2 20249,925$1.23M0.1%−206−2.0%ReducedHolders
Q1 202410,131$1.34M0.1%−105−1.0%ReducedHolders
Q4 202310,236$1.12M0.1%+40.0%AddedHolders
Q3 202310,232$1.05M0.1%+1,126+12.4%AddedHolders
Q2 20239,106$1.05M0.1%−662−6.8%ReducedHolders
Q1 20239,768$1.04M0.1%−2,457−20.1%ReducedHolders
Q4 202212,225$1.33M0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202211,535$1.02M0.1%−183−1.6%ReducedHolders
Q4 202111,718$955.0K0.1%+191+1.7%AddedHolders
Q3 202111,527$833.0K0.1%+3,948+52.1%AddedHolders
Q2 20217,579$570.0K<0.1%−619−7.6%ReducedHolders
Q1 20218,198$623.0K<0.1%––Holders

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