Goldstein Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1963807 Madison, WI

Position in MRK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$569,769

+$127,583 QoQ

Shares Held

4,434

+20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,584

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Goldstein Advisors, LLC holds $3,737,042 across 6 Drug Manufacturers - General names. MRK ranks #4 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	3,947	$1,002,419
2	ABBV	AbbVie Inc.	3,951	$994,229
3	LLY	ELI LILLY & Co	525	$629,700
4	MRK	Merck & Co., Inc. This page	4,434	$569,769
5	GILD	Gilead Sciences, Inc.	2,555	$322,798
6	NVO	Novo Nordisk A S	4,550	$218,127

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,769	4,434	+20.6%	Shares	Sole	2026-07-20
2026-03-31	$442,186	3,676	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$392,198	3,726	+1.6%	Shares	Sole	2026-02-10
2025-09-30	$307,855	3,668	+1.5%	Shares	Sole	2025-10-21
2025-06-30	$286,163	3,615	-1.2%	Shares	Sole	2025-07-29
2025-03-31	$328,431	3,659	+8.6%	Shares	Sole	2025-04-23
2024-12-31	$335,048	3,368	+2.6%	Shares	Sole	2025-01-17
2024-09-30	$372,703	3,282	-5.1%	Shares	Sole	2024-10-24
2024-06-30	$428,224	3,459	+4.1%	Shares	Sole	2024-07-24
2024-03-31	$438,469	3,323	-1.0%	Shares	Sole	2024-05-13
2023-12-31	$366,089	3,358	-1.7%	Shares	Sole	2024-02-12
2023-09-30	$351,677	3,416	-8.3%	Shares	Sole	2023-10-18
2023-06-30	$429,943	3,726	-5.9%	Shares	Sole	2023-07-21
2023-03-31	$421,304	3,960	+3.1%	Shares	Sole	2023-05-09
2022-12-31	$426,269	3,842	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.