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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Quantum Financial 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)
6,793
Value
$872.9K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of MRK by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,793$872.9K0.1%+158+2.4%AddedHolders
Q1 20266,635$798.1K0.1%+858+14.9%AddedHolders
Q4 20255,777$608.1K0.1%+1,916+49.6%AddedHolders
Q3 20253,861$324.1K<0.1%00.0%UnchangedHolders
Q2 20253,861$305.6K<0.1%−945−19.7%ReducedHolders
Q1 20254,806$431.4K0.1%+216+4.7%AddedHolders
Q4 20244,590$456.6K0.1%+450+10.9%AddedHolders
Q3 20244,140$470.1K0.1%+1,145+38.2%AddedHolders
Q2 20242,995$370.8K0.1%−45−1.5%ReducedHolders
Q1 20243,040$401.1K0.1%−70−2.3%ReducedHolders
Q4 20233,110$339.1K0.1%+222+7.7%AddedHolders
Q3 20232,888$297.3K0.1%00.0%UnchangedHolders
Q2 20232,888$333.2K0.1%+179+6.6%AddedHolders
Q1 20232,709$288.2K0.1%00.0%UnchangedHolders
Q4 20222,709$300.6K0.1%+334+14.1%AddedHolders
Q3 20222,375$205.0K0.1%+3+0.1%AddedHolders
Q2 20222,372$212.0K0.1%–No prior filingHolders