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ALLEN WEALTH MANAGEMENT, LLC → MRK

ALLEN WEALTH MANAGEMENT, LLC MRK Position History

Merck & Co., Inc. • Healthcare

Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.6M
Q1 2026$3M
Q2 2026$3M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M20.5K——
Q2 2026$3M23.6K——
Q1 2026$3M25.2K——
Q4 2025$2.6M24.8K——

Other funds holding MRK

Other ALLEN WEALTH MANAGEMENT, LLC positions

VGES

VANGUARD INDEX FDS

$37.2M
VGES

VANGUARD INDEX FDS

$36.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$33M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.3M
VGES

VANGUARD INDEX FDS

$31.2M
VGES

VANGUARD INDEX FDS

$29.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$26.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$25M
ALLEN WEALTH MANAGEMENT, LLC MRK Holdings: 13F Position History | Track13F