Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$893,974
-$85,667 QoQ
Shares Held
6,957
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,216
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, 2026Ethos Financial Group, LLC holds $12,236,698 across 9 Drug Manufacturers - General names. MRK ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,831 | $3,004,719 | |
| 2 | ABBV |
AbbVie Inc.
|
11,698 | $2,943,684 | |
| 3 | LLY |
ELI LILLY & Co
|
1,815 | $2,176,965 | |
| 4 | PFE |
Pfizer Inc
|
52,416 | $1,262,177 | |
| 5 | AMGN |
Amgen Inc
|
2,527 | $915,077 | |
| 6 | MRK |
Merck & Co., Inc.
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|
6,957 | $893,974 | |
| 7 | NVS |
Novartis AG
|
2,892 | $453,234 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,022 | $381,799 |
All Filings in MRK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,974 | 6,957 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $979,641 | 8,144 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $855,553 | 8,128 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $542,523 | 6,464 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $525,701 | 6,641 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $639,360 | 7,123 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $708,596 | 7,123 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $710,772 | 6,259 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $791,205 | 6,391 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $885,516 | 6,711 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $732,614 | 6,720 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $584,138 | 5,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $453,251 | 3,928 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $417,899 | 3,928 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $446,351 | 4,023 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||