Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,658,702
+$3,225,112 QoQ
Shares Held
75,165
+40.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#753
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, 2026Wealthspire Advisors, LLC holds $100,760,753 across 13 Drug Manufacturers - General names. MRK ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
27,830 | $33,380,139 | |
| 2 | JNJ |
Johnson & Johnson
|
101,693 | $25,826,971 | |
| 3 | ABBV |
AbbVie Inc.
|
67,367 | $16,952,231 | |
| 4 | MRK |
Merck & Co., Inc.
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|
75,165 | $9,658,702 | |
| 5 | AMGN |
Amgen Inc
|
13,416 | $4,858,201 | |
| 6 | PFE |
Pfizer Inc
|
141,769 | $3,413,797 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
40,673 | $2,343,578 | |
| 8 | AZN |
Astrazeneca PLC
|
6,632 | $1,257,559 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,658,702 | 75,165 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,433,590 | 53,484 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,242,233 | 59,303 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,031,493 | 48,034 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,900,529 | 49,274 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,406,767 | 49,095 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,428,126 | 54,565 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,211,618 | 54,699 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,293,868 | 50,839 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,508,697 | 49,327 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,588,801 | 51,264 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,922,301 | 57,526 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,846,033 | 41,997 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,191,340 | 39,396 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,141,090 | 46,337 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,805,815 | 44,192 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,989,690 | 43,761 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,201,591 | 39,020 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,075,025 | 53,171 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,614,518 | 48,123 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,774,711 | 22,820 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,230,790 | 67,853 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,003,453 | 48,942 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,755,803 | 21,167 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,452,876 | 18,788 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,356,033 | 56,616 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||