Position in MRK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,481,052
-$15,989 QoQ
Shares Held
34,872
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,099
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, 2026Wealthcare Advisory Partners LLC holds $56,868,613 across 12 Drug Manufacturers - General names. MRK ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
50,422 | $12,688,192 | |
| 2 | LLY |
ELI LILLY & Co
|
10,304 | $12,358,927 | |
| 3 | JNJ |
Johnson & Johnson
|
37,978 | $9,645,272 | |
| 4 | AMGN |
Amgen Inc
|
15,360 | $5,562,163 | |
| 5 | MRK |
Merck & Co., Inc.
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|
34,872 | $4,481,052 | |
| 6 | PFE |
Pfizer Inc
|
147,571 | $3,553,509 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
19,347 | $2,444,299 | |
| 8 | AZN |
Astrazeneca PLC
|
12,112 | $2,296,677 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,481,052 | 34,872 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,497,041 | 37,385 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,839,884 | 36,480 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,986,732 | 35,586 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,895,831 | 36,582 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,004,356 | 33,471 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,427,881 | 34,458 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,591,694 | 49,240 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,438,342 | 52,006 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,815,217 | 51,650 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,117,071 | 46,937 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,780,174 | 46,432 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,665,764 | 49,101 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,353,053 | 40,916 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,468,067 | 40,271 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,246,465 | 37,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,789,072 | 30,592 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,658,748 | 32,404 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,385,649 | 31,128 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,561,386 | 20,788 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,505,471 | 19,358 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,532,010 | 19,873 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,465,119 | 17,911 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,400,279 | 16,881 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,294,814 | 16,744 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,303,824 | 16,946 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||