Position in MRK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$943,447
+$95,884 QoQ
Shares Held
7,342
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#861
of 1,644 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $21,939,435 across 14 Drug Manufacturers - General names. MRK ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,146 | $10,969,987 | |
| 2 | AZN |
Astrazeneca PLC
|
21,280 | $4,035,113 | |
| 3 | NVS |
Novartis AG
|
14,750 | $2,311,620 | |
| 4 | JNJ |
Johnson & Johnson
|
7,183 | $1,824,266 | |
| 5 | ABBV |
AbbVie Inc.
|
4,566 | $1,148,988 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
7,342 | $943,447 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,984 | $229,558 | |
| 8 | AMGN |
Amgen Inc
|
510 | $184,681 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,447 | 7,342 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $847,563 | 7,046 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $687,032 | 6,527 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $633,419 | 7,547 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $594,966 | 7,516 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $677,957 | 7,553 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $753,262 | 7,572 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $972,754 | 8,566 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,060,718 | 8,568 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,144,666 | 8,675 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $941,496 | 8,636 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $887,120 | 8,617 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $990,046 | 8,580 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $909,528 | 8,549 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $946,847 | 8,534 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $732,192 | 8,502 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $771,845 | 8,466 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $733,855 | 8,944 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $657,571 | 8,580 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $676,215 | 9,003 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $696,041 | 8,950 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $672,379 | 8,722 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $716,567 | 8,760 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||