Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$157,936,908
+$14,326,046 QoQ
Shares Held
1,229,081
+2.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#162
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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$62,136
PutShares
14,000
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, 2026Cetera Investment Advisers holds $1,560,895,629 across 16 Drug Manufacturers - General names. MRK ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
366,026 | $439,022,601 | |
| 2 | JNJ |
Johnson & Johnson
|
1,094,399 | $277,944,514 | |
| 3 | ABBV |
AbbVie Inc.
|
990,692 | $249,297,734 | |
| 4 | MRK |
Merck & Co., Inc.
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|
1,229,081 | $157,936,908 | |
| 5 | AMGN |
Amgen Inc
|
333,544 | $120,782,953 | |
| 6 | PFE |
Pfizer Inc
|
3,183,708 | $76,663,688 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
413,202 | $52,203,940 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
883,910 | $50,930,894 |
All Filings in MRK
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,136 | 14,000 | Put | Sole | 2026-08-12 | |
| 2026-06-30 | $157,936,908 | 1,229,081 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $143,610,862 | 1,193,872 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $68,276 | 14,000 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $119,829,668 | 1,138,416 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $17,944 | 14,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $114,456 | 14,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $90,345,357 | 1,076,437 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,417,467 | 737,967 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $63,477,733 | 707,194 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $67,739,015 | 680,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $80,585,242 | 709,627 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $91,312,032 | 737,577 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $101,053,379 | 765,846 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $23,535,782 | 215,885 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,802,966 | 231,209 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,965,483 | 268,355 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $28,985,317 | 272,444 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,747,011 | 286,138 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,969,145 | 185,429 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,749,562 | 227,592 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,559,028 | 214,004 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,842,638 | 193,667 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,844,124 | 184,318 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,051,483 | 180,680 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,834,246 | 153,512 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,574,213 | 165,944 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,521,560 | 42,454 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,132,330 | 40,506 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,075,070 | 26,970 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||