Position in MRK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$282,571
+$17,813 QoQ
Shares Held
2,199
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#3,215
of 3,769 holders
Holding Since
Jun 2023
10 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, 2026Planning Center, Inc. holds $2,073,160 across 4 Drug Manufacturers - General names. MRK ranks #4 (13.6% of the industry book) .
All Filings in MRK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,571 | 2,199 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $264,758 | 2,201 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $224,414 | 2,132 | Shares | Sole | 2026-02-02 | |
| 2024-12-31 | $215,175 | 2,163 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $245,630 | 2,163 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $267,779 | 2,163 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $285,407 | 2,163 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $235,810 | 2,163 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $212,591 | 2,065 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $254,319 | 2,204 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||