Position in MRK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$605,058
+$110,231 QoQ
Shares Held
5,030
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Operose Advisors LLC holds $4,210,580 across 12 Drug Manufacturers - General names. MRK ranks #5 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,825 | $1,049,389 | |
| 2 | JNJ |
Johnson & Johnson
|
3,236 | $791,007 | |
| 3 | LLY |
ELI LILLY & Co
|
856 | $787,323 | |
| 4 | PFE |
Pfizer Inc
|
25,412 | $713,568 | |
| 5 | MRK |
Merck & Co., Inc.
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|
5,030 | $605,058 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
1,044 | $145,502 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
838 | $50,824 | |
| 8 | AZN |
Astrazeneca PLC
|
151 | $29,780 |
All Filings in MRK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $605,058 | 5,030 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $494,827 | 4,701 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $327,746 | 3,905 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $308,724 | 3,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $350,064 | 3,900 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $391,652 | 3,937 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $159,097 | 1,401 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $192,013 | 1,551 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $214,550 | 1,626 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $90,813 | 833 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $247,388 | 2,403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,502 | 377 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $40,109 | 377 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $41,828 | 377 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,381 | 376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,487 | 126 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,338 | 126 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,656 | 126 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||