Envestnet Portfolio Solutions, Inc.

Position in MRK — Merck & Co., Inc.

CIK 1998033 BERWYN, PA

Position in MRK

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

Position Value

$13,556,750

+$3,661,695 QoQ

Shares Held

105,500

+28.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#637

of 3,769 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $145,353,758 across 14 Drug Manufacturers - General names. MRK ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	41,689	$50,003,041
2	ABBV	AbbVie Inc.	89,324	$22,477,491
3	JNJ	Johnson & Johnson	71,666	$18,201,014
4	MRK	Merck & Co., Inc. This page	105,500	$13,556,750
5	GILD	Gilead Sciences, Inc.	86,812	$10,967,828
6	AMGN	Amgen Inc	24,293	$8,796,981
7	BMY	Bristol Myers Squibb Co	108,514	$6,252,576
8	PFE	Pfizer Inc	179,745	$4,328,259

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,556,750	105,500	+28.3%	Shares	Sole	2026-07-20
2026-03-31	$9,895,055	82,260	-11.3%	Shares	Sole	2026-04-29
2025-12-31	$9,761,496	92,737	+15.5%	Shares	Sole	2026-02-06
2025-09-30	$6,737,564	80,276	-8.7%	Shares	Sole	2025-10-30
2025-06-30	$6,963,388	87,966	-31.9%	Shares	Sole	2025-07-25
2025-03-31	$11,592,863	129,154	-14.8%	Shares	Sole	2025-04-21
2024-12-31	$15,071,518	151,503	-18.2%	Shares	Sole	2025-02-10
2024-09-30	$21,029,267	185,182	+0.2%	Shares	Sole	2024-10-31
2024-06-30	$22,880,716	184,820	-10.4%	Shares	Sole	2024-07-16
2024-03-31	$27,224,055	206,321	+25.7%	Shares	Sole	2024-05-06
2023-12-31	$17,894,869	164,143	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$16,883,594	163,998	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.