Holistic Financial Partners

Position in MRK — Merck & Co., Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in MRK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$204,315

-$134,782 QoQ

Shares Held

1,590

-43.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,500

of 3,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Holistic Financial Partners holds $24,962,944 across 5 Drug Manufacturers - General names. MRK ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	19,363	$23,224,565
2	JNJ	Johnson & Johnson	2,981	$757,084
3	ABBV	AbbVie Inc.	1,561	$392,810
4	AZN	Astrazeneca PLC	2,026	$384,170
5	MRK	Merck & Co., Inc. This page	1,590	$204,315

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,315	1,590	-43.6%	Shares	Sole	2026-07-23
2026-03-31	$339,097	2,819	+2.9%	Shares	Sole	2026-05-05
2025-12-31	$288,307	2,739	-10.3%	Shares	Sole	2026-01-07
2025-09-30	$256,154	3,052	+18.5%	Shares	Sole	2025-11-07
2025-06-30	$203,837	2,575	-41.6%	Shares	Sole	2025-08-05
2025-03-31	$395,751	4,409	-4.1%	Shares	Sole	2025-05-06
2024-12-31	$457,210	4,596	+8.0%	Shares	Sole	2025-02-04
2024-09-30	$483,424	4,257	-0.9%	Shares	Sole	2024-11-07
2024-06-30	$531,597	4,294	-6.5%	Shares	Sole	2024-07-30
2024-03-31	$606,046	4,593	-8.8%	Shares	Sole	2024-05-08
2023-12-31	$548,806	5,034	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$534,001	5,187	+4.0%	Shares	Sole	2023-11-08
2023-06-30	$575,680	4,989	-5.4%	Shares	Sole	2023-08-09
2023-03-31	$561,100	5,274	+5.0%	Shares	Sole	2023-05-04
2022-12-31	$557,523	5,025	-14.8%	Shares	Sole	2023-02-07
2022-09-30	$507,935	5,898	+12.0%	Shares	Sole	2022-11-09
2022-06-30	$480,283	5,268	-12.7%	Shares	Sole	2022-08-02
2022-03-31	$494,925	6,032	-3.7%	Shares	Sole	2022-05-13
2021-12-31	$480,226	6,266	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$462,602	6,159	+9.2%	Shares	Sole	2021-11-12
2021-06-30	$438,545	5,639	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$435,019	5,643	+6.5%	Shares	Sole	2021-05-11
2020-12-31	$433,621	5,301	+5.1%	Shares	Sole	2021-02-10
2020-09-30	$418,234	5,042	+11.5%	Shares	Sole	2020-11-13
2020-06-30	$349,531	4,520	-4.2%	Shares	Sole	2020-08-13
2020-03-31	$363,156	4,720	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.