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Holos Integrated Wealth LLC

SEC CIK
0002080096
Latest filing
Jul 15, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Holos Integrated Wealth 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)
951
Value
$122.5K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of MRK by Holos Integrated Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026951$122.5K0.1%00.0%UnchangedHolders
Q1 2026951$113.4K0.1%00.0%UnchangedHolders
Q4 2025951$101.2K0.1%+143+17.7%AddedHolders
Q3 2025808$69.5K<0.1%00.0%UnchangedHolders
Q2 2025808$65.2K<0.1%+127+18.6%AddedHolders
Q1 2025681$61.1K<0.1%00.0%UnchangedHolders
Q4 2024681$67.7K<0.1%–No prior filingHolders