Position in MRK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$385,243
+$26,418 QoQ
Shares Held
2,998
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,922
of 3,769 holders
Holding Since
Dec 2020
23 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, 2026Opal Wealth Advisors, LLC holds $5,257,340 across 8 Drug Manufacturers - General names. MRK ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,171 | $1,552,870 | |
| 2 | LLY |
ELI LILLY & Co
|
786 | $942,752 | |
| 3 | NVS |
Novartis AG
|
4,383 | $686,903 | |
| 4 | JNJ |
Johnson & Johnson
|
2,037 | $517,336 | |
| 5 | AMGN |
Amgen Inc
|
1,394 | $504,795 | |
| 6 | AZN |
Astrazeneca PLC
|
2,227 | $422,283 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
2,998 | $385,243 | |
| 8 | PFE |
Pfizer Inc
|
10,181 | $245,158 |
All Filings in MRK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,243 | 2,998 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $358,825 | 2,983 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $310,622 | 2,951 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $264,043 | 3,146 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $272,943 | 3,448 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $283,462 | 3,158 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $309,482 | 3,111 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $373,612 | 3,290 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $418,691 | 3,382 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $578,996 | 4,388 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $576,279 | 5,286 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $548,723 | 5,330 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $758,112 | 6,570 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $562,803 | 5,290 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $560,075 | 5,048 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $437,575 | 5,081 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $468,613 | 5,140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $387,029 | 4,717 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $397,608 | 5,188 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $285,117 | 3,796 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $436,989 | 5,619 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $387,454 | 5,026 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $305,850 | 3,739 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||