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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Summit 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 2026)
15,653
Value
$2.01M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MRK by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,653$2.01M0.3%00.0%UnchangedHolders
Q1 202615,653$1.88M0.3%+3,163+25.3%AddedHolders
Q4 202512,490$1.31M0.2%+10.0%AddedHolders
Q3 202512,489$1.05M0.2%+10.0%AddedHolders
Q2 202512,488$988.5K0.2%+20.0%AddedHolders
Q1 202512,486$1.12M0.2%+10.0%AddedHolders
Q4 202412,485$1.24M0.3%00.0%UnchangedHolders
Q3 202412,485$1.42M0.3%+10.0%AddedHolders
Q2 202412,484$1.55M0.3%+10.0%AddedHolders
Q1 202412,483$1.65M0.4%+127+1.0%AddedHolders
Q4 202312,356$1.35M0.3%−302−2.4%ReducedHolders
Q3 202312,658$1.30M0.3%+126+1.0%AddedHolders
Q2 202312,532$1.45M0.4%+10.0%AddedHolders
Q1 202312,531$1.33M0.3%00.0%UnchangedHolders
Q4 202212,531$1.39M0.4%−245−1.9%ReducedHolders
Q3 202212,776$1.10M0.3%+1,333+11.6%AddedHolders
Q2 202211,443$1.04M0.3%+10.0%AddedHolders
Q1 202211,442$938.8K0.2%+10.0%AddedHolders
Q4 202111,441$876.9K0.2%00.0%UnchangedHolders
Q3 202111,441$859.3K0.2%+10.0%AddedHolders
Q2 202111,440$889.7K0.2%−49−0.4%ReducedHolders
Q1 202111,489$885.7K0.2%––Holders

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