Position in MRK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$365,068
+$32,227 QoQ
Shares Held
2,841
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,970
of 3,768 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, 2026AGH Wealth Advisors, LLC holds $4,021,663 across 6 Drug Manufacturers - General names. MRK ranks #4 (9.1% 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 | $365,068 | 2,841 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $332,841 | 2,767 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $253,886 | 2,412 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $247,089 | 2,944 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $232,966 | 2,943 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $262,727 | 2,927 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $328,482 | 3,302 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||