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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Dougherty Wealth Advisers 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of MRK by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−500−100.0%Sold outHolders
Q4 2025500$52.6K<0.1%00.0%UnchangedHolders
Q3 2025500$42.0K<0.1%00.0%UnchangedHolders
Q2 2025500$39.6K<0.1%00.0%UnchangedHolders
Q1 2025500$44.9K<0.1%00.0%UnchangedHolders
Q4 2024500$49.7K<0.1%00.0%UnchangedHolders
Q3 2024500$56.8K<0.1%00.0%UnchangedHolders
Q2 2024500$61.9K0.1%00.0%UnchangedHolders
Q1 2024500$66.0K0.1%00.0%UnchangedHolders
Q4 2023500$54.5K0.1%00.0%UnchangedHolders
Q3 2023500$51.5K0.1%00.0%UnchangedHolders
Q2 2023500$57.7K0.1%00.0%UnchangedHolders
Q1 2023500$53.2K0.1%00.0%UnchangedHolders
Q4 2022500$55.5K0.1%00.0%UnchangedHolders
Q3 2022500$43.0K0.1%00.0%UnchangedHolders
Q2 2022500$46.0K0.1%00.0%UnchangedHolders
Q1 2022500$41.0K0.1%00.0%UnchangedHolders
Q4 2021500$38.0K0.1%00.0%UnchangedHolders
Q3 2021500$38.0K0.1%00.0%UnchangedHolders
Q2 2021500$39.0K0.1%00.0%UnchangedHolders
Q1 2021500$39.0K0.1%––Holders

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