Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$314,696
+$9,160 QoQ
Shares Held
2,449
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,126
of 3,769 holders
Holding Since
Jun 2021
20 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $5,599,776 across 11 Drug Manufacturers - General names. MRK ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,377 | $1,619,566 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
10,929 | $1,380,769 | |
| 3 | LLY |
ELI LILLY & Co
|
976 | $1,170,643 | |
| 4 | ABBV |
AbbVie Inc.
|
2,820 | $709,624 | |
| 5 | MRK |
Merck & Co., Inc.
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|
2,449 | $314,696 | |
| 6 | PFE |
Pfizer Inc
|
6,188 | $149,007 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,766 | $101,756 | |
| 8 | NVO |
Novo Nordisk A S
|
1,586 | $76,032 |
All Filings in MRK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,696 | 2,449 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $305,536 | 2,540 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $291,885 | 2,773 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $213,517 | 2,544 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $225,843 | 2,853 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $466,482 | 5,197 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $504,065 | 5,067 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $600,164 | 5,285 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $612,562 | 4,948 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $643,388 | 4,876 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $411,768 | 3,777 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $422,506 | 4,104 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $518,216 | 4,491 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $486,734 | 4,575 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $480,080 | 4,327 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $378,841 | 4,399 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $408,168 | 4,477 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $337,752 | 4,407 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $241,027 | 3,209 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $203,135 | 2,612 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||