Position in MRK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$624,124
-$40,959 QoQ
Shares Held
4,857
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#2,508
of 3,769 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026KEYVANTAGE WEALTH, LLC holds $3,559,634 across 5 Drug Manufacturers - General names. MRK ranks #4 (17.5% of the industry book) .
All Filings in MRK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,124 | 4,857 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $665,083 | 5,529 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $462,407 | 4,393 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $393,883 | 4,693 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $368,568 | 4,656 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $450,595 | 5,020 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $521,772 | 5,245 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||