Position in MRK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$937,664
+$72,900 QoQ
Shares Held
7,297
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,175
of 3,769 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $8,685,911 across 6 Drug Manufacturers - General names. MRK ranks #4 (10.8% of the industry book) .
All Filings in MRK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,664 | 7,297 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $864,764 | 7,189 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $732,293 | 6,957 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $533,543 | 6,357 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $690,164 | 7,689 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $965,055 | 9,701 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $2,747,357 | 24,193 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,423,689 | 27,655 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,722,705 | 28,213 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,173,463 | 29,109 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,635,005 | 25,595 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,824,977 | 24,482 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,095,710 | 10,299 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,125,033 | 10,140 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $926,995 | 10,764 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,705,378 | 29,674 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,474,299 | 30,156 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,142,011 | 27,949 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,453,693 | 32,668 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,578,542 | 33,156 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,312,392 | 29,996 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,122,545 | 25,948 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,094,986 | 25,256 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,852,363 | 23,954 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,544,492 | 20,074 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||