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Merck & Co shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 38k 131.95
2023-12-31 $5.4M 49k 109.02
2023-09-30 $4.4M 21k 205.91
2023-06-30 $3.1M 27k 115.39

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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