OneDigital Investment Advisors LLC
Position in MRK — Merck & Co., Inc.
CIK 1690370
OVERLAND PARK, KS
Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,383,481
+$335,089 QoQ
Shares Held
57,459
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#860
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, 2026OneDigital Investment Advisors LLC holds $86,440,681 across 13 Drug Manufacturers - General names. MRK ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
82,258 | $20,891,064 | |
| 2 | ABBV |
AbbVie Inc.
|
66,679 | $16,779,103 | |
| 3 | LLY |
ELI LILLY & Co
|
13,436 | $16,115,542 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
57,459 | $7,383,481 | |
| 5 | PFE |
Pfizer Inc
|
258,994 | $6,236,575 | |
| 6 | AMGN |
Amgen Inc
|
16,412 | $5,943,113 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
102,842 | $5,925,756 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
20,266 | $2,560,406 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,383,481 | 57,459 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,048,392 | 58,595 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,549,728 | 52,724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,274,219 | 50,926 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,967,578 | 50,121 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,017,584 | 55,900 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,052,960 | 60,846 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,664,741 | 76,301 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,670,760 | 78,116 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,296,043 | 55,294 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,365,241 | 58,386 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,291,068 | 61,108 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,033,366 | 60,953 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,947,904 | 65,306 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,765,404 | 51,964 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,830,444 | 44,478 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,480,049 | 38,171 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,067,110 | 37,381 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,976,083 | 38,832 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,814,746 | 37,475 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,758,734 | 35,473 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,505,579 | 32,502 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,425,204 | 29,648 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,446,112 | 29,489 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,332,505 | 30,163 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,765,991 | 35,950 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||