MOTIVE WEALTH ADVISORS

Position in MRK — Merck & Co., Inc.

CIK 1877093 BIRMINGHAM, MI

Position in MRK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$317,780

+$49,173 QoQ

Shares Held

2,473

+10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#3,119

of 3,769 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MOTIVE WEALTH ADVISORS holds $2,730,034 across 5 Drug Manufacturers - General names. MRK ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	934	$1,120,267
2	ABBV	AbbVie Inc.	2,188	$550,588
3	JNJ	Johnson & Johnson	2,078	$527,749
4	MRK	Merck & Co., Inc. This page	2,473	$317,780
5	AMGN	Amgen Inc	590	$213,650

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,780	2,473	+10.7%	Shares	Sole	2026-07-21
2026-03-31	$268,607	2,233	+1.3%	Shares	Sole	2026-04-15
2025-12-31	$231,993	2,204	-14.5%	Shares	Sole	2026-01-15
2025-03-31	$231,401	2,578	-15.9%	Shares	Sole	2025-04-17
2024-12-31	$304,806	3,064	+6.8%	Shares	Sole	2025-01-21
2024-09-30	$325,917	2,870	0.0%	Shares	Sole	2024-10-15
2024-06-30	$355,306	2,870	+0.6%	Shares	Sole	2024-07-22
2024-03-31	$376,585	2,854	+14.8%	Shares	Sole	2024-05-06
2023-09-30	$255,933	2,486	-8.1%	Shares	Sole	2023-11-14
2023-06-30	$312,245	2,706	+3.2%	Shares	Sole	2023-08-01
2023-03-31	$278,848	2,621	-8.4%	Shares	Sole	2023-05-03
2022-12-31	$317,317	2,860	+15.3%	Shares	Sole	2023-01-27
2022-09-30	$213,577	2,480	—	Shares	Sole	2022-10-21
No filing history on record for this holder in this stock.