MOSAIC FINANCIAL GROUP, LLC

Position in MRK — Merck & Co., Inc.

CIK 2011050 CHICAGO, IL

Position in MRK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$981,868

+$53,951 QoQ

Shares Held

7,641

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#2,134

of 3,769 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MOSAIC FINANCIAL GROUP, LLC holds $6,915,947 across 6 Drug Manufacturers - General names. MRK ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,072	$2,485,219
2	NVS	Novartis AG	14,973	$2,346,568
3	MRK	Merck & Co., Inc. This page	7,641	$981,868
4	AZN	Astrazeneca PLC	2,601	$493,201
5	JNJ	Johnson & Johnson	1,279	$324,827
6	AMGN	Amgen Inc	785	$284,264

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,868	7,641	-0.9%	Shares	Sole	2026-08-13
2026-03-31	$927,917	7,714	+4.3%	Shares	Sole	2026-05-08
2025-12-31	$778,502	7,396	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$625,698	7,455	0.0%	Shares	Sole	2025-11-19
2025-06-30	$590,137	7,455	0.0%	Shares	Sole	2025-08-07
2025-03-31	$669,160	7,455	-6.1%	Shares	Sole	2025-05-14
2024-12-31	$790,169	7,943	0.0%	Shares	Sole	2025-02-12
2024-09-30	$902,007	7,943	-3.5%	Shares	Sole	2024-11-15
2024-06-30	$1,018,997	8,231	+2.5%	Shares	Sole	2024-08-15
2024-03-31	$1,059,426	8,029	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.