Position in MRK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$639,416
+$25,095 QoQ
Shares Held
4,976
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,484
of 3,769 holders
Holding Since
Sep 2020
23 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, 2026Wealthspire Retirement, LLC holds $12,147,949 across 7 Drug Manufacturers - General names. MRK ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,801 | $4,559,033 | |
| 2 | AMGN |
Amgen Inc
|
5,922 | $2,144,474 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
16,083 | $2,031,926 | |
| 4 | JNJ |
Johnson & Johnson
|
6,399 | $1,625,154 | |
| 5 | ABBV |
AbbVie Inc.
|
3,720 | $936,100 | |
| 6 | MRK |
Merck & Co., Inc.
This page
|
4,976 | $639,416 | |
| 7 | NVO |
Novo Nordisk A S
|
4,419 | $211,846 |
All Filings in MRK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,416 | 4,976 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $614,321 | 5,107 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $543,352 | 5,162 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $423,678 | 5,048 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $572,326 | 7,230 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $617,459 | 6,879 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $541,071 | 5,439 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $727,011 | 6,402 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $971,334 | 7,846 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $1,038,050 | 7,867 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $712,118 | 6,532 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $649,408 | 6,308 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $723,149 | 6,267 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $603,124 | 5,669 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $562,738 | 5,072 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $438,264 | 5,089 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $461,137 | 5,058 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $426,331 | 5,196 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $246,780 | 3,220 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $238,399 | 3,174 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $246,219 | 3,166 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $218,078 | 2,666 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $223,550 | 2,695 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||