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Merck & Co shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 2.1k 121.07

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View all positions for Heritage Oak Wealth Advisors

Top funds holding Merck & Co

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Wellington Management Company
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
FMR
Bank of America Corporation
Northern Trust
Fisher Investments
Invesco
Goldman Sachs Group

View all funds holding Merck & Co