Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,530,049
+$207,822 QoQ
Shares Held
11,907
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,783
of 3,769 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 7%
Shared 8%
None 84%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $25,513,723 across 13 Drug Manufacturers - General names. MRK ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,153 | $4,981,233 | |
| 2 | ABBV |
AbbVie Inc.
|
14,601 | $3,674,195 | |
| 3 | AZN |
Astrazeneca PLC
|
18,885 | $3,580,973 | |
| 4 | JNJ |
Johnson & Johnson
|
13,367 | $3,394,816 | |
| 5 | NVS |
Novartis AG
|
12,284 | $1,925,148 | |
| 6 | NVO |
Novo Nordisk A S
|
38,770 | $1,858,633 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
11,907 | $1,530,049 | |
| 8 | AMGN |
Amgen Inc
|
2,746 | $994,381 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,049 | 11,907 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,322,227 | 10,992 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,043,863 | 9,917 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $802,454 | 9,561 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $765,635 | 9,672 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,765,701 | 41,953 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,089,396 | 51,160 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,066,129 | 35,806 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,735,102 | 38,248 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,290,486 | 32,516 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,941,755 | 17,811 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $225,975 | 2,195 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $175,277 | 1,519 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $158,414 | 1,489 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $177,187 | 1,597 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $140,806 | 1,635 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $67,100 | 736 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $70,234 | 856 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $53,648 | 700 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||