UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MRK — Merck & Co., Inc.

CIK 1463217 IRVING, TX

Back to MRK Full portfolio

Position in MRK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$18,254,581

+$775,001 QoQ

Shares Held

142,059

-2.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#547

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MRK Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $392,709,829 across 14 Drug Manufacturers - General names. MRK ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	74,694	$89,590,231
2	JNJ	Johnson & Johnson	345,519	$87,751,460
3	ABBV	AbbVie Inc.	254,843	$64,128,692
4	NVO	Novo Nordisk A S	1,000,682	$47,972,695
5	AMGN	Amgen Inc	90,846	$32,897,153
6	MRK	Merck & Co., Inc. This page	142,059	$18,254,581
7	NVS	Novartis AG	89,770	$14,068,754
8	GILD	Gilead Sciences, Inc.	108,152	$13,663,923

All Filings in MRK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,254,581	142,059	-2.2%	Shares	Defined	2026-08-17
2026-03-31	$17,479,580	145,312	-2.4%	Shares	Defined	2026-05-15
2025-12-31	$15,673,529	148,903	+22.1%	Shares	Defined	2026-02-17
2025-09-30	$10,238,788	121,992	-2.9%	Shares	Defined	2025-11-14
2025-06-30	$9,949,937	125,694	-4.0%	Shares	Defined	2025-08-11
2025-03-31	$11,746,891	130,870	-12.8%	Shares	Defined	2025-05-13
2024-12-31	$14,929,560	150,076	-5.6%	Shares	Defined	2025-02-13
2024-09-30	$18,059,106	159,027	-5.3%	Shares	Defined	2024-11-12
2024-06-30	$20,788,991	167,924	-18.8%	Shares	Defined	2024-08-14
2024-03-31	$27,271,426	206,680	-14.1%	Shares	Defined	2024-05-15
2023-12-31	$26,232,283	240,619	-53.5%	Shares	Defined	2024-02-14
2023-09-30	$53,297,626	517,704	+3.3%	Shares	Defined	2023-11-14
2023-06-30	$57,849,161	501,336	-1.1%	Shares	Defined	2023-08-14
2023-03-31	$53,949,943	507,096	-4.7%	Shares	Defined	2023-08-15
2022-12-31	$59,036,162	532,097	+0.3%	Shares	Defined	2023-02-15
2022-09-30	$45,704,917	530,712	-1.8%	Shares	Defined	2022-11-14
2022-06-30	$49,249,486	540,194	+57.4%	Shares	Defined	2022-08-11
2022-03-31	$28,159,642	343,201	+0.2%	Shares	Defined	2022-05-16
2021-12-31	$26,242,838	342,417	-4.3%	Shares	Defined	2022-02-14
2021-09-30	$26,872,254	357,772	-1.9%	Shares	Defined	2021-11-15
2021-06-30	$28,369,796	364,791	+2.7%	Shares	Defined	2021-08-13
2021-03-31	$27,383,076	355,209	+5.6%	Shares	Defined	2021-05-14
2020-12-31	$27,527,487	336,522	+3.1%	Shares	Defined	2021-02-17
2020-09-30	$27,081,528	326,480	+3.1%	Shares	Defined	2020-11-13
2020-06-30	$24,480,678	316,574	+4.3%	Shares	Defined	2020-08-13
2020-03-31	$23,353,819	303,533	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.