Position in MRK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,064,043
+$168,149 QoQ
Shares Held
47,191
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#958
of 3,778 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, 2026Modera Wealth Management, LLC holds $185,718,461 across 12 Drug Manufacturers - General names. MRK ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
45,597 | $54,690,414 | |
| 2 | JNJ |
Johnson & Johnson
|
204,425 | $51,917,817 | |
| 3 | AMGN |
Amgen Inc
|
95,220 | $34,481,066 | |
| 4 | ABBV |
AbbVie Inc.
|
78,277 | $19,697,624 | |
| 5 | NVO |
Novo Nordisk A S
|
305,796 | $14,659,860 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
47,191 | $6,064,043 | |
| 7 | PFE |
Pfizer Inc
|
50,928 | $1,226,346 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,917 | $1,089,997 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,064,043 | 47,191 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,895,894 | 49,014 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,643,544 | 44,115 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,602,443 | 42,922 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,582,385 | 45,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,323,290 | 48,165 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,238,417 | 52,658 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,086,248 | 53,595 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,663,906 | 53,828 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,203,942 | 54,596 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,927,526 | 54,371 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,677,795 | 55,151 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $6,469,455 | 56,066 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,836,636 | 36,062 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,941,609 | 35,526 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,060,963 | 35,543 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,234,711 | 35,480 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,907,852 | 35,440 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,735,051 | 35,687 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,163,919 | 28,810 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,225,932 | 28,622 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,200,535 | 28,545 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,407,618 | 29,433 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,835,684 | 22,130 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,711,313 | 22,130 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,725,455 | 22,426 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||