Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,339,650
+$328,096 QoQ
Shares Held
64,900
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#814
of 3,769 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,588,092 across 13 Drug Manufacturers - General names. MRK ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
422,116 | $106,221,270 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
754,019 | $95,262,760 | |
| 3 | NVS |
Novartis AG
|
579,486 | $90,817,045 | |
| 4 | LLY |
ELI LILLY & Co
|
64,986 | $77,946,164 | |
| 5 | JNJ |
Johnson & Johnson
|
255,223 | $64,818,985 | |
| 6 | AMGN |
Amgen Inc
|
110,074 | $39,859,996 | |
| 7 | MRK |
Merck & Co., Inc.
This page
|
64,900 | $8,339,650 | |
| 8 | AZN |
Astrazeneca PLC
|
33,124 | $6,280,972 |
All Filings in MRK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,339,650 | 64,900 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,011,554 | 66,602 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,325,720 | 88,597 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,395,943 | 64,291 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,372,640 | 55,238 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,468,179 | 60,920 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,532,399 | 85,770 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,282,053 | 81,737 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,218,148 | 74,460 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,365,596 | 78,557 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,735,187 | 70,952 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,026,590 | 58,539 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,493,226 | 56,272 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,193,387 | 58,214 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,001,618 | 54,093 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,266,557 | 49,542 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,273,546 | 57,843 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $621,036 | 7,569 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $286,786 | 3,742 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $354,143 | 4,715 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $304,780 | 3,919 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||