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Livermore
Livermore
ZHEN

Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Measured Wealth Private Client Group, 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)
2,518
Value
$323.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,518$323.6K0.1%00.0%UnchangedHolders
Q1 20262,518$302.9K0.1%00.0%UnchangedHolders
Q4 20252,518$265.0K0.1%−55−2.1%ReducedHolders
Q3 20252,573$216.0K0.1%−602−19.0%ReducedHolders
Q2 20253,175$251.3K0.1%+584+22.5%AddedHolders
Q1 20252,591$232.6K0.1%−1,025−28.3%ReducedHolders
Q4 20243,616$359.7K0.1%−493−12.0%ReducedHolders
Q3 20244,109$466.6K0.2%−1,702−29.3%ReducedHolders
Q2 20245,811$719.4K0.3%−428−6.9%ReducedHolders
Q1 20246,239$823.2K0.3%−31−0.5%ReducedHolders
Q4 20236,270$683.6K0.3%−4,801−43.4%ReducedHolders
Q3 202311,071$1.14M0.5%+263+2.4%AddedHolders
Q2 202310,808$1.25M0.5%+516+5.0%AddedHolders
Q1 202310,292$1.09M0.4%+18+0.2%AddedHolders
Q4 202210,274$1.14M0.5%−94−0.9%ReducedHolders
Q3 202210,368$893.0K0.4%+154+1.5%AddedHolders
Q2 202210,214$931.0K0.4%+2,629+34.7%AddedHolders
Q1 20227,585$622.0K0.2%+1,790+30.9%AddedHolders
Q4 20215,795$444.0K0.2%+364+6.7%AddedHolders
Q3 20215,431$408.0K0.2%−7,410−57.7%ReducedHolders
Q2 202112,841$999.0K0.3%+1,320+11.5%AddedHolders
Q1 202111,521$888.0K0.3%––Holders

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