Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,273,936
+$192,438 QoQ
Shares Held
17,696
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#1,506
of 3,769 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, 2026Center for Wealth Management Advisory holds $7,893,759 across 4 Drug Manufacturers - General names. MRK ranks #2 (28.8% 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 | $2,273,936 | 17,696 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,081,498 | 17,304 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,800,788 | 17,108 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||