Position in MRK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,264,220
+$3,328,962 QoQ
Shares Held
64,313
+56.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#818
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)
Derivatives in MRK
reported options exposure · as of Mar 31, 2021CallValue
$9,000
CallShares
3,144
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $71,917,812 across 12 Drug Manufacturers - General names. MRK ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
12,708 | $15,242,357 | |
| 2 | ABBV |
AbbVie Inc.
|
58,816 | $14,800,458 | |
| 3 | JNJ |
Johnson & Johnson
|
39,490 | $10,029,275 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
64,313 | $8,264,220 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
61,991 | $7,831,942 | |
| 6 | AMGN |
Amgen Inc
|
20,237 | $7,328,222 | |
| 7 | NVS |
Novartis AG
|
17,912 | $2,807,168 | |
| 8 | AZN |
Astrazeneca PLC
|
9,057 | $1,717,388 |
All Filings in MRK
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,264,220 | 64,313 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,935,258 | 41,028 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,324,080 | 41,080 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,681,253 | 43,861 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,234,160 | 40,856 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,166,659 | 46,420 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,491,919 | 45,154 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,937,739 | 78,705 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $9,986,450 | 80,666 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $10,270,064 | 77,833 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,002,068 | 73,400 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,001,002 | 48,577 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,856,072 | 42,084 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,911,600 | 46,166 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,224,635 | 47,090 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,251,116 | 37,751 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,616,396 | 28,698 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,123,207 | 25,877 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,971,487 | 25,724 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,731,510 | 23,053 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,681,076 | 21,616 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,984,760 | 25,746 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $9,000 | 3,000 | Call | Sole | 2021-04-27 | |
| 2020-12-31 | $2,177,351 | 26,618 | Shares | Sole | 2021-02-03 | |
| 2020-12-31 | $5,000 | 700 | Call | Sole | 2021-02-03 | |
| 2020-09-30 | $1,000 | 2,000 | Call | Sole | 2020-10-27 | |
| 2020-09-30 | $2,148,074 | 25,896 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,048,627 | 26,492 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,000 | 2,000 | Call | Sole | 2020-05-07 | |
| 2020-03-31 | $1,938,117 | 25,190 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||