Centric Wealth Management

Position in MRK — Merck & Co., Inc.

CIK 1752761 CHICAGO, IL

Position in MRK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$452,962

+$28,940 QoQ

Shares Held

3,525

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,778

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

Centric Wealth Management holds $27,566,757 across 6 Drug Manufacturers - General names. MRK ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,262	$11,109,121
2	ABBV	AbbVie Inc.	27,968	$7,037,867
3	JNJ	Johnson & Johnson	19,345	$4,913,049
4	GILD	Gilead Sciences, Inc.	26,506	$3,348,768
5	PFE	Pfizer Inc	29,277	$704,990
6	MRK	Merck & Co., Inc. This page	3,525	$452,962

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$452,962	3,525	0.0%	Shares	Sole	2026-08-06
2026-03-31	$424,022	3,525	-16.9%	Shares	Sole	2026-05-12
2025-12-31	$446,407	4,241	-3.7%	Shares	Sole	2026-02-04
2025-09-30	$369,459	4,402	-85.1%	Shares	Sole	2025-11-04
2025-06-30	$2,342,819	29,596	+5.4%	Shares	Sole	2025-08-12
2025-03-31	$2,520,191	28,077	+17.0%	Shares	Sole	2025-05-15
2024-12-31	$2,387,718	24,002	+0.7%	Shares	Sole	2025-02-12
2024-09-30	$2,705,907	23,828	+1.6%	Shares	Sole	2024-11-14
2024-06-30	$2,902,986	23,449	+4.0%	Shares	Sole	2024-08-13
2024-03-31	$2,976,132	22,555	+5.8%	Shares	Sole	2024-05-01
2023-12-31	$2,323,107	21,309	+6.6%	Shares	Sole	2024-02-06
2023-09-30	$2,058,588	19,996	+4.4%	Shares	Sole	2023-11-06
2023-06-30	$2,209,949	19,152	+2.9%	Shares	Sole	2023-08-15
2023-03-31	$1,981,088	18,621	-3.1%	Shares	Sole	2023-05-02
2022-12-31	$2,131,571	19,212	-2.6%	Shares	Sole	2023-01-04
2022-09-30	$1,699,492	19,734	+1.5%	Shares	Sole	2022-10-05
2022-06-30	$1,772,709	19,444	+2.5%	Shares	Sole	2022-07-06
2022-03-31	$1,556,734	18,973	+3.8%	Shares	Sole	2022-04-05
2021-12-31	$1,400,212	18,270	+8.2%	Shares	Sole	2022-01-27
2021-09-30	$1,267,931	16,881	+1.9%	Shares	Sole	2021-10-06
2021-06-30	$1,288,415	16,567	-41.1%	Shares	Sole	2021-07-21
2021-03-31	$2,169,699	28,145	+5.0%	Shares	Sole	2021-04-14
2020-12-31	$2,192,811	26,807	+171.7%	Shares	Sole	2021-02-16
2020-09-30	$818,302	9,865	-21.5%	Shares	Sole	2020-10-05
2020-06-30	$971,806	12,567	+27.4%	Shares	Sole	2020-07-29
2020-03-31	$759,012	9,865	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.