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Merck & Co shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $423k 4.0k 105.26
2025-09-30 $243k 2.9k 83.93
2025-03-31 $207k 2.3k 89.77
2024-12-31 $234k 2.4k 99.49
2024-09-30 $280k 2.5k 113.57
2024-06-30 $296k 2.4k 123.81

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

Top funds holding Merck & Co

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Charles Schwab Investment Management
Norges Bank Investment Management
Jpmorgan Chase & Co
FMR
Northern Trust
Fisher Investments
Goldman Sachs Group
Invesco
UBS Group
Legal & General Group

View all funds holding Merck & Co