Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$368,409
+$22,215 QoQ
Shares Held
2,867
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,964
of 3,769 holders
Holding Since
Mar 2024
8 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, 2026CONSILIO WEALTH ADVISORS, LLC holds $3,117,860 across 5 Drug Manufacturers - General names. MRK ranks #4 (11.8% of the industry book) .
All Filings in MRK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,409 | 2,867 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $346,194 | 2,878 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $294,412 | 2,797 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $216,623 | 2,581 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $224,725 | 2,259 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $279,357 | 2,460 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $278,550 | 2,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $283,032 | 2,145 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||