Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$688,503
+$46,636 QoQ
Shares Held
5,358
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,432
of 3,768 holders
Holding Since
Mar 2020
26 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, 2026Perennial Investment Advisors, LLC holds $11,466,622 across 12 Drug Manufacturers - General names. MRK ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,269 | $3,920,936 | |
| 2 | JNJ |
Johnson & Johnson
|
6,519 | $1,655,630 | |
| 3 | ABBV |
AbbVie Inc.
|
6,161 | $1,550,354 | |
| 4 | AMGN |
Amgen Inc
|
3,096 | $1,121,123 | |
| 5 | MRK |
Merck & Co., Inc.
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|
5,358 | $688,503 | |
| 6 | NVS |
Novartis AG
|
3,638 | $570,147 | |
| 7 | PFE |
Pfizer Inc
|
18,794 | $452,559 | |
| 8 | NVO |
Novo Nordisk A S
|
7,554 | $362,138 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,503 | 5,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $641,867 | 5,336 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $490,616 | 4,661 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $329,257 | 3,923 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,751 | 4,153 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $393,328 | 4,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $452,634 | 4,550 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $586,310 | 5,163 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $766,941 | 6,195 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $816,374 | 6,187 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $674,288 | 6,185 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $640,143 | 6,218 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $725,341 | 6,286 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $669,086 | 6,289 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $552,420 | 4,979 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $427,069 | 4,959 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $447,462 | 4,908 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $450,126 | 5,486 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $418,224 | 5,457 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $386,741 | 5,149 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $387,994 | 4,989 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $356,464 | 4,624 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $345,523 | 4,224 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,287,218 | 15,518 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $346,051 | 4,475 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $344,075 | 4,472 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||