Position in MRK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,217,139
+$192,298 QoQ
Shares Held
17,254
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,523
of 3,769 holders
Holding Since
Jun 2021
21 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, 2026Ascent Wealth Partners, LLC holds $36,435,678 across 7 Drug Manufacturers - General names. MRK ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
64,219 | $16,160,069 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
58,756 | $7,423,233 | |
| 3 | AMGN |
Amgen Inc
|
14,199 | $5,141,741 | |
| 4 | NVS |
Novartis AG
|
16,473 | $2,581,648 | |
| 5 | MRK |
Merck & Co., Inc.
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|
17,254 | $2,217,139 | |
| 6 | PFE |
Pfizer Inc
|
89,916 | $2,165,177 | |
| 7 | JNJ |
Johnson & Johnson
|
2,940 | $746,671 |
All Filings in MRK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,217,139 | 17,254 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,024,841 | 16,833 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,730,369 | 16,439 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,403,225 | 16,719 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,335,745 | 16,874 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,615,141 | 17,994 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,781,189 | 17,905 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,875,670 | 16,517 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,057,060 | 16,616 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,219,530 | 16,821 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,807,442 | 16,579 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,697,645 | 16,490 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,747,696 | 15,146 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,531,803 | 14,398 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,943,844 | 17,520 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,462,920 | 16,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,513,877 | 16,605 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,122,772 | 13,684 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $970,875 | 12,668 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $848,067 | 11,291 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $689,042 | 8,860 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||