Position in MRK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,953,906
+$551,712 QoQ
Shares Held
54,116
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#890
of 3,769 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $209,939,553 across 14 Drug Manufacturers - General names. MRK ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
130,247 | $156,222,172 | |
| 2 | JNJ |
Johnson & Johnson
|
62,574 | $15,891,918 | |
| 3 | ABBV |
AbbVie Inc.
|
47,980 | $12,073,687 | |
| 4 | MRK |
Merck & Co., Inc.
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|
54,116 | $6,953,906 | |
| 5 | AMGN |
Amgen Inc
|
17,375 | $6,291,835 | |
| 6 | PFE |
Pfizer Inc
|
169,378 | $4,078,622 | |
| 7 | AZN |
Astrazeneca PLC
|
9,817 | $1,861,499 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
29,784 | $1,716,154 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,953,906 | 54,116 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,402,194 | 53,223 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,094,102 | 67,396 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,894,319 | 70,229 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,284,959 | 66,763 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $7,740,902 | 86,240 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,826,164 | 88,723 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,426,965 | 91,819 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,871,801 | 95,895 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $12,439,586 | 94,275 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,363,441 | 95,060 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,944,249 | 96,593 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $11,008,436 | 95,402 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,489,881 | 89,199 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $9,391,806 | 84,649 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,450,413 | 86,512 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,362,524 | 80,756 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,931,912 | 84,484 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,862,806 | 76,498 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $6,014,358 | 80,074 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,392,571 | 69,340 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,892,288 | 63,462 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $4,683,538 | 57,256 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,221,816 | 26,785 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,636,612 | 21,164 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,302,132 | 16,924 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||