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Merck & Co shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Merck & Co by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $210k 1.7k 123.83
2024-03-31 $224k 1.7k 131.98

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Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
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Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Merck & Co

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Royal Bank of Canada
Amundi

View all funds holding Merck & Co