Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$254,944
-$58,170 QoQ
Shares Held
1,984
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,332
of 3,769 holders
Holding Since
Dec 2020
15 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, 2026Montis Financial, LLC holds $2,671,923 across 4 Drug Manufacturers - General names. MRK ranks #4 (9.5% of the industry book) .
All Filings in MRK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,944 | 1,984 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $313,114 | 2,603 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $234,414 | 2,227 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $206,719 | 2,078 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $314,553 | 2,726 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $275,018 | 2,585 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $286,805 | 2,585 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $224,945 | 2,612 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $267,857 | 2,938 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $241,062 | 2,938 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $226,011 | 2,949 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $221,499 | 2,949 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $382,783 | 4,922 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $392,311 | 5,089 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $415,380 | 5,078 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||