Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,084,514
+$482,762 QoQ
Shares Held
24,004
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,319
of 3,769 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $52,110,341 across 11 Drug Manufacturers - General names. MRK ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,109 | $13,324,468 | |
| 2 | NVS |
Novartis AG
|
47,793 | $7,490,118 | |
| 3 | AZN |
Astrazeneca PLC
|
38,241 | $7,251,258 | |
| 4 | JNJ |
Johnson & Johnson
|
25,011 | $6,352,043 | |
| 5 | ABBV |
AbbVie Inc.
|
21,065 | $5,300,796 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
24,004 | $3,084,514 | |
| 7 | GSK |
GSK plc
|
55,331 | $2,900,451 | |
| 8 | AMGN |
Amgen Inc
|
7,878 | $2,852,781 |
All Filings in MRK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,084,514 | 24,004 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,601,752 | 21,629 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,141,725 | 20,347 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,783,092 | 21,245 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,883,770 | 23,797 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,223,624 | 24,773 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,445,317 | 24,581 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,449,716 | 21,572 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,626,417 | 21,215 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,664,730 | 20,195 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,869,693 | 17,150 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,606,637 | 15,606 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,703,156 | 14,760 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,377,324 | 12,946 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,144,671 | 10,317 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $841,392 | 9,770 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $833,476 | 9,142 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||