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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
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

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View all positions for Heritage Financial Services

Top funds holding Merck & Co

Vanguard Group
Wellington Management Company
Bank of America Corporation
Charles Schwab Investment Management
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Wells Fargo & Company
Royal Bank of Canada
UBS Group
State Farm Mutual Automobile Insurance Company
Fisher Investments

View all funds holding Merck & Co