Perennial Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1697360 NEW YORK, NY

Position in MRK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$478,534

-$35,585 QoQ

Shares Held

3,724

-12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,733

of 3,769 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Perennial Advisors, LLC holds $22,448,964 across 5 Drug Manufacturers - General names. MRK ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	48,537	$12,326,941
2	AMGN	Amgen Inc	17,507	$6,339,634
3	NVS	Novartis AG	19,702	$3,087,697
4	MRK	Merck & Co., Inc. This page	3,724	$478,534
5	ABBV	AbbVie Inc.	859	$216,158

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,534	3,724	-12.9%	Shares	Sole	2026-07-13
2026-03-31	$514,119	4,274	+13.2%	Shares	Sole	2026-04-13
2025-12-31	$397,251	3,774	0.0%	Shares	Sole	2026-01-12
2025-09-30	$316,751	3,774	-8.5%	Shares	Sole	2025-10-14
2025-06-30	$326,455	4,124	0.0%	Shares	Sole	2025-07-15
2025-03-31	$370,170	4,124	+13.8%	Shares	Sole	2025-04-14
2024-06-30	$448,651	3,624	+10.7%	Shares	Sole	2024-07-23
2024-03-31	$432,004	3,274	0.0%	Shares	Sole	2024-04-10
2023-12-31	$356,931	3,274	-9.7%	Shares	Sole	2024-01-25
2023-09-30	$373,090	3,624	0.0%	Shares	Sole	2023-10-17
2023-06-30	$418,173	3,624	-1.4%	Shares	Sole	2023-08-01
2023-03-31	$390,876	3,674	0.0%	Shares	Sole	2023-05-12
2022-12-31	$407,630	3,674	0.0%	Shares	Sole	2023-01-31
2022-09-30	$316,404	3,674	-6.0%	Shares	Sole	2022-11-09
2022-06-30	$356,201	3,907	+15.8%	Shares	Sole	2022-08-09
2022-03-31	$276,836	3,374	-5.6%	Shares	Sole	2022-04-27
2021-12-31	$273,911	3,574	+90.7%	Shares	Sole	2022-02-08
2021-06-30	$145,740	1,874	-2.6%	Shares	Sole	2021-08-13
2021-03-31	$148,321	1,924	0.0%	Shares	Sole	2021-05-17
2020-12-31	$157,383	1,924	-0.6%	Shares	Sole	2021-02-12
2020-06-30	$149,710	1,936	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.