Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,776,974
+$378,119 QoQ
Shares Held
44,957
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#314
of 1,644 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $26,573,081 across 16 Drug Manufacturers - General names. MRK ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,036 | $6,040,329 | |
| 2 | MRK |
Merck & Co., Inc.
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|
44,957 | $5,776,974 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
30,848 | $3,897,336 | |
| 4 | AMGN |
Amgen Inc
|
10,266 | $3,717,523 | |
| 5 | AZN |
Astrazeneca PLC
|
13,217 | $2,506,207 | |
| 6 | ABBV |
AbbVie Inc.
|
5,759 | $1,449,194 | |
| 7 | NVS |
Novartis AG
|
7,794 | $1,221,475 | |
| 8 | JNJ |
Johnson & Johnson
|
3,962 | $1,006,229 |
All Filings in MRK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,776,974 | 44,957 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,398,855 | 44,882 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,727,015 | 44,908 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,907,192 | 46,553 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,639,402 | 20,710 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,767,463 | 19,691 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,052,498 | 10,580 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,264,944 | 11,139 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,719,018 | 21,963 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,004,105 | 22,767 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,490,779 | 22,847 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,332,434 | 22,656 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,734,511 | 23,698 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,650,387 | 24,912 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,602,332 | 23,455 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,078,161 | 24,131 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,286,361 | 25,078 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,918,329 | 23,380 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,109,823 | 14,481 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,054,694 | 14,042 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,108,222 | 14,250 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,095,912 | 14,216 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,118,205 | 13,670 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,092,700 | 13,173 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,018,745 | 13,174 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $989,447 | 12,860 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||