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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Advisor OS, 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)
36,859
Value
$4.74M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MRK by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,859$4.74M0.3%+613+1.7%AddedHolders
Q1 202636,246$4.36M0.3%−6,012−14.2%ReducedHolders
Q4 202542,258$4.45M0.4%+6,813+19.2%AddedHolders
Q3 202535,445$2.97M0.3%+142+0.4%AddedHolders
Q2 202535,303$2.79M0.3%+2,745+8.4%AddedHolders
Q1 202532,558$2.92M0.3%+293+0.9%AddedHolders
Q4 202432,265$3.21M0.4%+7,272+29.1%AddedHolders
Q3 202424,993$2.84M0.3%+164+0.7%AddedHolders
Q2 202424,829$3.07M0.3%+220+0.9%AddedHolders
Q1 202424,609$3.25M0.4%+1,461+6.3%AddedHolders
Q4 202323,148$2.52M0.3%+706+3.1%AddedHolders
Q3 202322,442$2.31M0.3%−5,462−19.6%ReducedHolders
Q2 202327,904$3.22M0.5%+4,059+17.0%AddedHolders
Q1 202323,845$2.54M0.6%+444+1.9%AddedHolders
Q4 202223,401$2.60M0.7%+3,629+18.4%AddedHolders
Q3 202219,772$1.70M0.5%+1,024+5.5%AddedHolders
Q2 202218,748$1.71M0.5%+3,809+25.5%AddedHolders
Q1 202214,939$1.23M0.4%+1,514+11.3%AddedHolders
Q4 202113,425$1.03M0.2%+698+5.5%AddedHolders
Q3 202112,727$957.0K0.2%+634+5.2%AddedHolders
Q2 202112,093$941.0K0.2%+2,003+19.9%AddedHolders
Q1 202110,090$777.0K0.2%––Holders

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