Position in MRK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$478,405
+$24,792 QoQ
Shares Held
3,723
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,733
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, 2026Gradient Investments LLC holds $135,016,826 across 9 Drug Manufacturers - General names. MRK ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
152,831 | $38,814,489 | |
| 2 | LLY |
ELI LILLY & Co
|
27,342 | $32,794,817 | |
| 3 | AZN |
Astrazeneca PLC
|
108,133 | $20,504,179 | |
| 4 | ABBV |
AbbVie Inc.
|
77,648 | $19,539,342 | |
| 5 | AMGN |
Amgen Inc
|
45,254 | $16,387,378 | |
| 6 | NVS |
Novartis AG
|
37,294 | $5,844,715 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
3,723 | $478,405 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,854 | $337,307 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,405 | 3,723 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $453,613 | 3,771 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $398,830 | 3,789 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $349,148 | 4,160 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $366,827 | 4,634 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $379,774 | 4,231 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $410,951 | 4,131 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $501,935 | 4,420 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $694,641 | 5,611 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $524,765 | 3,977 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $819,394 | 7,516 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $782,522 | 7,601 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $995,123 | 8,624 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $885,271 | 8,321 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $949,953 | 8,562 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $869,984 | 10,102 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $904,862 | 9,925 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $804,254 | 9,802 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $2,844,646 | 37,117 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $11,957,512 | 159,200 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $11,788,065 | 151,576 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $11,009,537 | 142,814 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $13,541,493 | 165,544 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $13,880,029 | 167,330 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $11,667,400 | 150,878 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $11,569,693 | 150,373 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||