Position in MRK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,758,368
+$1,160,225 QoQ
Shares Held
29,248
+35.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,189
of 3,769 holders
Holding Since
Dec 2024
7 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, 2026Peak Retirement Planning, Inc. holds $17,637,576 across 5 Drug Manufacturers - General names. MRK ranks #3 (21.3% 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 | $3,758,368 | 29,248 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,598,143 | 21,599 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,130,146 | 20,237 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,859,720 | 22,158 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,361,314 | 17,197 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $990,322 | 11,033 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $851,946 | 8,564 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||