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Livermore
Livermore
ZHEN

Monument Group Wealth Advisors, LLC

SEC CIK
0001965665
Latest filing
Jul 27, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Monument Group 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)
4,935
Value
$384.5K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of MRK by Monument Group Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,935$384.5K0.2%+2,405+95.1%AddedHolders
Q1 20262,530$304.3K0.2%00.0%UnchangedHolders
Q4 20252,530$266.3K0.1%00.0%UnchangedHolders
Q3 20252,530$212.3K0.1%−327−11.4%ReducedHolders
Q2 20252,857$226.2K0.1%+250+9.6%AddedHolders
Q1 20252,607$234.0K0.2%+77+3.0%AddedHolders
Q4 20242,530$251.7K0.2%00.0%UnchangedHolders
Q3 20242,530$287.3K0.2%00.0%UnchangedHolders
Q2 20242,530$313.2K0.2%00.0%UnchangedHolders
Q1 20242,530$333.8K0.2%+2,530NewHolders