Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,704,974
+$4,663,884 QoQ
Shares Held
145,564
+24.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#536
of 3,769 holders
Holding Since
Mar 2020
20 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $156,714,234 across 14 Drug Manufacturers - General names. MRK ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,067 | $50,456,426 | |
| 2 | JNJ |
Johnson & Johnson
|
94,695 | $24,049,689 | |
| 3 | ABBV |
AbbVie Inc.
|
92,097 | $23,175,289 | |
| 4 | MRK |
Merck & Co., Inc.
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|
145,564 | $18,704,974 | |
| 5 | AMGN |
Amgen Inc
|
25,505 | $9,235,870 | |
| 6 | PFE |
Pfizer Inc
|
316,786 | $7,628,206 | |
| 7 | NVS |
Novartis AG
|
47,580 | $7,456,737 | |
| 8 | AZN |
Astrazeneca PLC
|
38,745 | $7,346,826 |
All Filings in MRK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,704,974 | 145,564 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,041,090 | 116,727 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,882,034 | 55,881 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,333,867 | 39,722 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $2,513,020 | 23,051 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,350,451 | 22,831 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,596,967 | 22,506 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,174,677 | 29,840 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,559,165 | 32,079 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,624,918 | 100,150 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,957,999 | 98,256 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,722,419 | 33,180 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,086,370 | 27,223 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,124,035 | 28,279 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,600,351 | 20,578 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,590,830 | 20,636 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,616,449 | 19,761 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,920,542 | 23,153 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,572,119 | 20,330 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,381,534 | 17,956 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||