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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Octavia 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)
7,648
Value
$989.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,648$989.3K0.1%−286−3.6%ReducedHolders
Q1 20267,934$961.2K0.1%+633+8.7%AddedHolders
Q4 20257,301$773.5K0.1%+1,300+21.7%AddedHolders
Q3 20256,001$508.5K0.1%+775+14.8%AddedHolders
Q2 20255,226$417.8K<0.1%−978−15.8%ReducedHolders
Q1 20256,204$561.9K0.1%−314−4.8%ReducedHolders
Q4 20246,518$653.7K0.1%−128−1.9%ReducedHolders
Q3 20246,646$759.8K0.1%−986−12.9%ReducedHolders
Q2 20247,632$950.7K0.1%+312+4.3%AddedHolders
Q1 20247,320$971.4K0.1%+491+7.2%AddedHolders
Q4 20236,829$749.7K0.1%+184+2.8%AddedHolders
Q3 20236,645$689.0K0.1%+621+10.3%AddedHolders
Q2 20236,024$699.5K0.1%−32−0.5%ReducedHolders
Q1 20236,056$648.8K0.1%+20.0%AddedHolders
Q4 20226,054$676.1K0.2%−206−3.3%ReducedHolders
Q3 20226,260$543.0K0.1%−130−2.0%ReducedHolders
Q2 20226,390$585.0K0.2%−438−6.4%ReducedHolders
Q1 20226,828$565.0K0.1%−407−5.6%ReducedHolders
Q4 20217,235$559.0K0.1%+517+7.7%AddedHolders
Q3 20216,718$508.0K0.1%−166−2.4%ReducedHolders
Q2 20216,884$540.0K0.1%−47−0.7%ReducedHolders
Q1 20216,931$539.0K0.2%––Holders

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