Position in MRK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,599,690
+$940,227 QoQ
Shares Held
323,733
-4.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#351
of 3,769 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Kestra Advisory Services, LLC holds $567,998,433 across 14 Drug Manufacturers - General names. MRK ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
118,181 | $141,749,848 | |
| 2 | JNJ |
Johnson & Johnson
|
456,860 | $116,028,734 | |
| 3 | ABBV |
AbbVie Inc.
|
426,678 | $107,369,251 | |
| 4 | PFE |
Pfizer Inc
|
1,884,553 | $45,380,036 | |
| 5 | MRK |
Merck & Co., Inc.
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|
323,733 | $41,599,690 | |
| 6 | NVS |
Novartis AG
|
185,906 | $29,135,188 | |
| 7 | AMGN |
Amgen Inc
|
79,199 | $28,679,541 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
229,499 | $13,223,732 |
All Filings in MRK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,599,690 | 323,733 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $40,659,463 | 338,012 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $30,739,919 | 292,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,326,161 | 277,924 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,459,326 | 271,088 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $27,447,441 | 305,787 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,479,650 | 316,442 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,169,759 | 309,702 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,614,525 | 303,833 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,431,658 | 276,102 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,552,010 | 261,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,657,760 | 239,512 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,853,876 | 241,389 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $24,457,677 | 229,887 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,400,491 | 310,054 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $24,415,020 | 283,500 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $24,211,561 | 265,565 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,093,003 | 257,075 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $19,607,500 | 255,839 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $26,489,869 | 352,681 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $18,394,782 | 236,528 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $16,283,883 | 211,232 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $21,456,702 | 262,307 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $10,330,183 | 124,535 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||