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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Regent Peak 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)
7,297
Value
$937.7K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of MRK by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,297$937.7K0.2%+108+1.5%AddedHolders
Q1 20267,189$864.8K0.2%+232+3.3%AddedHolders
Q4 20256,957$732.3K0.1%+600+9.4%AddedHolders
Q3 20256,357$533.6K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20257,689$690.2K0.2%−2,012−20.7%ReducedHolders
Q4 20249,701$965.1K0.2%−14,492−59.9%ReducedHolders
Q3 202424,193$2.75M0.6%−3,462−12.5%ReducedHolders
Q2 202427,655$3.42M0.9%−558−2.0%ReducedHolders
Q1 202428,213$3.72M0.9%−896−3.1%ReducedHolders
Q4 202329,109$3.17M0.9%+3,514+13.7%AddedHolders
Q3 202325,595$2.63M0.8%+1,113+4.5%AddedHolders
Q2 202324,482$2.82M0.8%+14,183+137.7%AddedHolders
Q1 202310,299$1.10M0.3%+159+1.6%AddedHolders
Q4 202210,140$1.13M0.4%−624−5.8%ReducedHolders
Q3 202210,764$927.0K0.3%−18,910−63.7%ReducedHolders
Q2 202229,674$2.71M0.9%−482−1.6%ReducedHolders
Q1 202230,156$2.47M0.7%+2,207+7.9%AddedHolders
Q4 202127,949$2.14M0.6%−4,719−14.4%ReducedHolders
Q3 202132,668$2.45M0.7%−488−1.5%ReducedHolders
Q2 202133,156$2.55M0.7%+3,160+10.5%AddedHolders
Q1 202129,996$2.31M0.8%––Holders

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