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Merck & Co shares owned by Root Financial Partners

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Merck & Co

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All positions including Merck & Co held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $960k 11k 83.93
2025-06-30 $866k 11k 79.16
2025-03-31 $881k 9.8k 89.76
2024-12-31 $923k 9.3k 99.48
2024-09-30 $916k 8.1k 113.56
2024-06-30 $907k 7.3k 123.79
2024-03-31 $261k 2.0k 131.95