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Merck & Co shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $70k 885 79.14
2025-03-31 $68k 833 81.89
2024-12-31 $82k 821 99.48

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Top funds holding Merck & Co

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

View all funds holding Merck & Co