Position in MRK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,361,148
-$14,251 QoQ
Shares Held
41,721
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,015
of 3,769 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $64,149,756 across 13 Drug Manufacturers - General names. MRK ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
17,036 | $20,433,490 | |
| 2 | ABBV |
AbbVie Inc.
|
46,488 | $11,698,240 | |
| 3 | JNJ |
Johnson & Johnson
|
30,977 | $7,867,228 | |
| 4 | PFE |
Pfizer Inc
|
232,102 | $5,589,016 | |
| 5 | AMGN |
Amgen Inc
|
15,401 | $5,577,009 | |
| 6 | MRK |
Merck & Co., Inc.
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|
41,721 | $5,361,148 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
28,296 | $3,574,916 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
29,888 | $1,722,145 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,361,148 | 41,721 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,375,399 | 44,687 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,847,854 | 46,056 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,996,326 | 47,615 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,255,929 | 41,131 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,451,361 | 38,451 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,117,304 | 31,336 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,776,541 | 24,450 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,376,904 | 11,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,184,431 | 16,555 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $958,285 | 8,790 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $980,598 | 9,525 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $3,425,929 | 29,690 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,198,894 | 39,467 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,234,192 | 29,150 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,281,404 | 26,491 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,465,375 | 16,073 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,328,717 | 16,194 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,291,230 | 16,848 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,104,642 | 14,707 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,305,212 | 16,783 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,128,520 | 14,639 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,146,262 | 14,013 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||