Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Arkadios Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 140,968
Value: $18.1M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	140,968	$18.1M	0.3%	−5,163−3.5%	Reduced	Holders
Q1 2026	146,131	$17.6M	0.3%	+5,129+3.6%	Added	Holders
Q4 2025	141,002	$14.8M	0.3%	+61,036+76.3%	Added	Holders
Q3 2025	79,966	$6.71M	0.2%	+12,885+19.2%	Added	Holders
Q2 2025	67,081	$5.31M	0.2%	+21,581+47.4%	Added	Holders
Q1 2025	45,500	$4.08M	0.2%	+8,909+24.3%	Added	Holders
Q4 2024	36,591	$3.64M	0.2%	−6,018−14.1%	Reduced	Holders
Q3 2024	42,609	$4.84M	0.3%	+757+1.8%	Added	Holders
Q2 2024	41,852	$5.18M	0.3%	+10,057+31.6%	Added	Holders
Q1 2024	31,795	$4.20M	0.3%	+6,250+24.5%	Added	Holders
Q4 2023	25,545	$2.78M	0.2%	−2,253−8.1%	Reduced	Holders
Q3 2023	27,798	$2.86M	0.3%	+10,714+62.7%	Added	Holders
Q2 2023	17,084	$1.97M	0.2%	+41+0.2%	Added	Holders
Q1 2023	17,043	$1.81M	0.2%	−218−1.3%	Reduced	Holders
Q4 2022	17,261	$1.92M	0.3%	+304+1.8%	Added	Holders
Q3 2022	16,957	$1.46M	0.2%	+1,482+9.6%	Added	Holders
Q2 2022	15,475	$1.41M	0.2%	+1,233+8.7%	Added	Holders
Q1 2022	14,242	$1.17M	0.2%	+50.0%	Added	Holders
Q4 2021	14,237	$1.09M	0.1%	−1,395−8.9%	Reduced	Holders
Q3 2021	15,632	$1.17M	0.2%	−1,703−9.8%	Reduced	Holders
Q2 2021	17,335	$1.35M	0.2%	+5,021+40.8%	Added	Holders
Q1 2021	12,314	$949.0K	0.2%	–	–	Holders

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