Position in MRK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$641,472
-$20,604 QoQ
Shares Held
4,992
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,483
of 3,778 holders
Holding Since
Dec 2025
3 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, 2026CrossGen Wealth, LLC holds $4,674,255 across 7 Drug Manufacturers - General names. MRK ranks #3 (13.7% of the industry book) .
All Filings in MRK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,472 | 4,992 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $662,076 | 5,504 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $662,085 | 6,290 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||