Position in MRK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$526,721
+$70,341 QoQ
Shares Held
4,099
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,647
of 3,769 holders
Holding Since
Dec 2022
15 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, 2026Intergy Private Wealth, LLC holds $2,823,100 across 6 Drug Manufacturers - General names. MRK ranks #3 (18.7% of the industry book) .
All Filings in MRK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,721 | 4,099 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $456,380 | 3,794 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $406,303 | 3,860 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $281,081 | 3,349 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $233,205 | 2,946 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $252,494 | 2,813 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $373,248 | 3,752 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $356,919 | 3,143 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $379,199 | 3,063 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $397,565 | 3,013 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $327,823 | 3,007 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $305,864 | 2,971 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $347,439 | 3,011 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $308,637 | 2,901 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $320,756 | 2,891 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||