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Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Perfromance Wealth Partners, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of MRK by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−5,450−100.0%Sold outHolders
Q1 20255,450$489.2K<0.1%+5,450NewHolders
Q3 20240$00.0%−49,646−100.0%Sold outHolders
Q2 202449,646$6.15M0.2%+1,822+3.8%AddedHolders
Q1 202447,824$6.31M0.3%+2,414+5.3%AddedHolders
Q4 202345,410$4.95M0.2%−2,281−4.8%ReducedHolders
Q3 202347,691$4.91M0.2%+5,030+11.8%AddedHolders
Q2 202342,661$4.85M0.2%+5,660+15.3%AddedHolders
Q1 202337,001$3.94M0.2%+10,134+37.7%AddedHolders
Q4 202226,867$2.98M0.2%+10,177+61.0%AddedHolders
Q3 202216,690$1.44M0.1%+2,800+20.2%AddedHolders
Q2 202213,890$1.27M0.1%+1,749+14.4%AddedHolders
Q1 202212,141$996.0K<0.1%00.0%UnchangedHolders
Q4 202112,141$930.0K<0.1%–No prior filingHolders