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Merck & Co shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $252k 2.5k 99.48
2024-09-30 $287k 2.5k 113.56
2024-06-30 $313k 2.5k 123.80
2024-03-31 $334k 2.5k 131.95

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Small-cap Etf Etf (VB)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Vanguard Short-term Bond Etf Etf (BSV)
Avantis U.s. Equity Etf Etf (AVUS)
Coca Cola Stock (KO)

View all positions for Monument Group Wealth Advisors

Top funds holding Merck & Co

BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Royal Bank of Canada
Amundi
Franklin Resources
Capital World Investors
Wells Fargo & Company
Fisher Investments

View all funds holding Merck & Co