Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,306,074
+$125,548 QoQ
Shares Held
10,164
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,900
of 3,769 holders
Holding Since
Dec 2021
19 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, 2026WEALTH EFFECTS LLC holds $10,574,441 across 8 Drug Manufacturers - General names. MRK ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
10,756 | $2,706,639 | |
| 2 | PFE |
Pfizer Inc
|
78,083 | $1,880,238 | |
| 3 | JNJ |
Johnson & Johnson
|
6,920 | $1,757,472 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
10,164 | $1,306,074 | |
| 5 | AMGN |
Amgen Inc
|
2,905 | $1,051,958 | |
| 6 | LLY |
ELI LILLY & Co
|
742 | $889,977 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
13,775 | $793,715 | |
| 8 | OGN |
Organon & Co.
|
13,912 | $188,368 |
All Filings in MRK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306,074 | 10,164 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,180,526 | 9,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,033,021 | 9,814 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $882,440 | 10,514 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $856,036 | 10,814 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $968,420 | 10,789 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,068,315 | 10,739 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,283,228 | 11,300 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,575,974 | 12,730 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,702,155 | 12,900 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,645,874 | 15,097 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,599,945 | 15,541 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,860,779 | 16,126 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,731,178 | 16,272 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,811,702 | 16,329 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,420,980 | 16,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,504,305 | 16,500 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,344,143 | 16,382 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,261,034 | 16,454 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||