Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,400,620
-$332,210 QoQ
Shares Held
26,464
-14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,262
of 3,769 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $31,026,473 across 16 Drug Manufacturers - General names. MRK ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,378 | $8,849,389 | |
| 2 | AMGN |
Amgen Inc
|
17,477 | $6,328,764 | |
| 3 | JNJ |
Johnson & Johnson
|
16,278 | $4,134,116 | |
| 4 | MRK |
Merck & Co., Inc.
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|
26,464 | $3,400,620 | |
| 5 | ABBV |
AbbVie Inc.
|
11,434 | $2,877,245 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,598 | $1,647,812 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,499 | $694,738 | |
| 8 | NVS |
Novartis AG
|
4,064 | $636,904 |
All Filings in MRK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,400,620 | 26,464 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,732,830 | 31,032 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,442,235 | 23,202 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,755,645 | 20,918 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,329,569 | 16,796 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,263,459 | 14,076 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,356,603 | 13,637 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,271,092 | 28,805 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,667,076 | 29,621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,855,310 | 29,218 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,962,396 | 27,173 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,548,271 | 34,466 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,835,674 | 33,241 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,476,715 | 32,679 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,560,384 | 32,090 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $776,801 | 9,020 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $470,799 | 5,164 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $432,810 | 5,275 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $298,587 | 3,896 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||