UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in MRK — Merck & Co., Inc.
CIK 2011649
PITTSBURGH, PA
Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$418,396
+$26,131 QoQ
Shares Held
3,256
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,840
of 3,769 holders
Holding Since
Mar 2024
8 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $4,383,847 across 6 Drug Manufacturers - General names. MRK ranks #5 (9.5% of the industry book) .
All Filings in MRK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,396 | 3,256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $392,265 | 3,261 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $341,989 | 3,249 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $272,268 | 3,244 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $303,119 | 3,377 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $315,650 | 3,173 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $237,794 | 2,094 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $204,786 | 1,552 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||