Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by EverSource Wealth Advisors, 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)
26,464
Value
$3.40M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MRK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,464$3.40M0.1%−4,568−14.7%ReducedHolders
Q1 202631,032$3.73M0.1%+7,830+33.7%AddedHolders
Q4 202523,202$2.44M0.1%+2,284+10.9%AddedHolders
Q3 202520,918$1.76M0.1%+4,122+24.5%AddedHolders
Q2 202516,796$1.33M0.1%+2,720+19.3%AddedHolders
Q1 202514,076$1.26M0.1%+439+3.2%AddedHolders
Q4 202413,637$1.36M0.1%−15,168−52.7%ReducedHolders
Q3 202428,805$3.27M0.2%−816−2.8%ReducedHolders
Q2 202429,621$3.35M0.2%+403+1.4%AddedHolders
Q1 202429,218$3.78M0.3%+2,045+7.5%AddedHolders
Q4 202327,173$2.96M0.3%−7,293−21.2%ReducedHolders
Q3 202334,466$3.55M0.4%+1,225+3.7%AddedHolders
Q2 202333,241$3.84M0.4%+562+1.7%AddedHolders
Q1 202332,679$3.48M0.4%+589+1.8%AddedHolders
Q4 202232,090$3.56M0.5%+23,070+255.8%AddedHolders
Q3 20229,020$777.0K0.2%+3,856+74.7%AddedHolders
Q2 20225,164$471.0K0.1%−111−2.1%ReducedHolders
Q1 20225,275$433.0K0.1%+1,379+35.4%AddedHolders
Q4 20213,896$298.0K0.1%–No prior filingHolders