Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., Inc. in every 13F filed by Acumen 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 overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 7,919
Value: $1.02M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of MRK by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,919	$1.02M	0.2%	−19,307−70.9%	Reduced	Holders
Q1 2026	27,226	$3.30M	0.9%	−9,324−25.5%	Reduced	Holders
Q4 2025	36,550	$3.88M	1.1%	–	No prior filing	Holders