Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$748,127
+$72,098 QoQ
Shares Held
5,822
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#2,360
of 3,769 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Beta Wealth Group, Inc. holds $1,848,861 across 3 Drug Manufacturers - General names. MRK ranks #2 (40.5% of the industry book) .
All Filings in MRK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,127 | 5,822 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $676,029 | 5,620 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $549,351 | 5,219 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $521,624 | 6,215 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $500,449 | 6,322 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $557,948 | 6,216 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $608,021 | 6,112 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $693,965 | 6,111 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $582,974 | 4,709 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $607,761 | 4,606 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $600,046 | 5,504 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $576,622 | 5,601 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $623,106 | 5,400 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $489,394 | 4,600 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $454,895 | 4,100 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $378,928 | 4,400 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $382,914 | 4,200 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $328,200 | 4,000 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||