Merck & Co shares owned by UMA Financial Services
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Merck & Co
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Quarterly reported holdings in Merck & Co by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 4.6k | 83.93 |
| 2025-06-30 | $363k | 4.6k | 79.16 |
| 2025-03-31 | $400k | 4.5k | 89.77 |
| 2024-12-31 | $439k | 4.4k | 99.48 |
| 2024-09-30 | $492k | 4.4k | 111.53 |
| 2024-06-30 | $552k | 4.4k | 125.44 |
| 2024-03-31 | $550k | 4.4k | 125.07 |
| 2023-12-31 | $524k | 4.4k | 119.42 |
| 2023-09-30 | $455k | 4.4k | 104.49 |
| 2023-06-30 | $496k | 4.3k | 114.32 |
| 2023-03-31 | $495k | 4.3k | 114.12 |
| 2022-12-31 | $474k | 4.4k | 108.53 |
| 2022-09-30 | $385k | 4.4k | 88.42 |
| 2022-06-30 | $385k | 4.4k | 88.42 |
| 2022-03-31 | $385k | 4.3k | 88.61 |
| 2021-12-31 | $344k | 4.3k | 80.28 |
| 2021-09-30 | $335k | 4.3k | 78.36 |
| 2021-06-30 | $326k | 4.3k | 76.42 |
| 2021-03-31 | $329k | 4.3k | 77.01 |
| 2020-12-31 | $322k | 4.3k | 75.37 |
| 2020-09-30 | $327k | 4.3k | 76.71 |
| 2020-06-30 | $366k | 4.5k | 81.01 |
| 2020-03-31 | $369k | 4.6k | 80.08 |
| 2019-12-31 | $359k | 4.0k | 89.41 |
| 2019-09-30 | $349k | 4.1k | 85.58 |