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Merck & Co shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Merck & Co

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All positions including Merck & Co held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 5.3k 83.93
2025-06-30 $752k 9.5k 79.16
2025-03-31 $438k 4.9k 89.76
2024-12-31 $478k 4.8k 99.48
2024-09-30 $762k 6.7k 113.56
2024-06-30 $833k 6.7k 123.80
2024-03-31 $499k 3.8k 131.95
2023-12-31 $421k 3.9k 109.02
2023-09-30 $382k 3.7k 102.95
2023-06-30 $385k 3.3k 115.39
2023-03-31 $349k 3.3k 106.39
2022-12-31 $387k 3.5k 110.95
2022-06-30 $166k 1.8k 90.76