Strategent Financial, LLC MRK — MERCK & CO INC

Ownership history in Strategent Financial, LLC  ·  6 quarters on record

AI Ownership Summary

Strategent Financial, LLC reported MERCK & CO INC (MRK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2024 Q4. The latest visible filing shows MRK at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategent Financial, LLC's position in MERCK & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRK was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MRK stock page Strategent Financial, LLC fund profile Strategent Financial, LLC full holdings
How Strategent Financial, LLC held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,314 -161 -4.6% 0.27% $399K 2026-04-20 $117.10
2025 Q4 UNCHANGED — — — 3,475 — 0% 0.23% $366K 2026-01-29 $107.54
2025 Q3 UNCHANGED — — — 3,475 — 0% 0.21% $292K 2025-10-24 $86.11
2025 Q2 UNCHANGED — — — 3,475 — 0% 0.21% $275K 2025-07-28 $81.93
2025 Q1 REDUCED — — — 3,475 -125 -3.5% 0.28% $312K 2025-04-11 $76.40
2024 Q4 INITIATED — — — 3,600 — — 0.36% $358K 2025-02-04 $86.81

🏢 Other funds also holding MRK

As of 2026 Q1 — sorted by position size

Wallace Advisory Group, LLC 3Y 14.83% Radnor Capital Management, LLC 3Y 7Y 9.25% Clark & Stuart, Inc 8.41% Slocum, Gordon & Co LLP 7.73% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.7% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.07% Westend Capital Management, LLC 3Y 7Y 4.06% Boit C F David 3Y 3.75% Sivik Global Healthcare LLC 3Y 7Y 3.65% Employees Provident Fund Board 3.59%

FAQ About Strategent Financial, LLC and MRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategent Financial, LLC reported owning MRK?

Strategent Financial, LLC reported MRK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MRK position in Strategent Financial, LLC's portfolio?

The largest reported portfolio weight for MRK was 0.36% in 2024 Q4.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when Strategent Financial, LLC reported 3,314 shares, equal to 0.27% of portfolio, with an estimated market value of $399K.

What does the chart on this MRK ownership page compare?

The chart compares Strategent Financial, LLC's quarterly MRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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