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Merck & Co shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $566k 5.5k 102.96
2023-03-31 $565k 5.3k 106.40

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Merck & Co

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
FMR
Northern Trust
Fisher Investments
Bank of New York Mellon
Legal & General Group
UBS Group
Invesco
Ubs Global Asset Management Americas

View all funds holding Merck & Co