Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,367,458
+$668,060 QoQ
Shares Held
33,988
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,109
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $46,072,826 across 12 Drug Manufacturers - General names. MRK ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,670 | $10,399,058 | |
| 2 | JNJ |
Johnson & Johnson
|
38,004 | $9,651,875 | |
| 3 | ABBV |
AbbVie Inc.
|
35,331 | $8,890,692 | |
| 4 | AMGN |
Amgen Inc
|
13,323 | $4,824,524 | |
| 5 | MRK |
Merck & Co., Inc.
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|
33,988 | $4,367,458 | |
| 6 | PFE |
Pfizer Inc
|
79,424 | $1,912,529 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,589 | $1,843,174 | |
| 8 | NVO |
Novo Nordisk A S
|
31,634 | $1,516,533 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,367,458 | 33,988 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,699,398 | 30,754 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,666,160 | 15,829 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,294,032 | 15,418 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,085,996 | 13,719 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,504,198 | 16,758 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,694,144 | 17,030 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,010,012 | 17,700 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,095,934 | 16,930 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,006,035 | 15,203 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,479,401 | 13,570 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,164,570 | 11,312 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,406,950 | 12,193 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,516,655 | 23,655 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,384,315 | 21,490 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,652,728 | 19,191 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,741,894 | 19,106 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,444,080 | 17,600 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,342,732 | 17,520 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,064,083 | 14,167 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $924,296 | 11,885 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $694,350 | 9,007 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $658,326 | 8,048 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $700,844 | 8,449 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $812,120 | 10,502 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,016,146 | 13,207 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||