Position in MRK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,440,316
-$3,859,642 QoQ
Shares Held
112,376
-26.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#614
of 3,769 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, 2026Clearstead Advisors, LLC holds $207,269,806 across 16 Drug Manufacturers - General names. MRK ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
55,467 | $66,528,789 | |
| 2 | JNJ |
Johnson & Johnson
|
234,177 | $59,473,932 | |
| 3 | ABBV |
AbbVie Inc.
|
111,021 | $27,937,324 | |
| 4 | AMGN |
Amgen Inc
|
40,211 | $14,561,207 | |
| 5 | MRK |
Merck & Co., Inc.
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|
112,376 | $14,440,316 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
128,389 | $7,397,774 | |
| 7 | PFE |
Pfizer Inc
|
197,145 | $4,747,251 | |
| 8 | NVS |
Novartis AG
|
25,239 | $3,955,456 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,440,316 | 112,376 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,299,958 | 152,132 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,615,862 | 110,354 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,517,494 | 113,398 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,227,522 | 116,568 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,702,982 | 119,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,980,276 | 120,429 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,114,713 | 124,293 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,742,970 | 119,087 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,603,584 | 72,782 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,967,726 | 73,085 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,437,173 | 101,381 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,121,609 | 70,384 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,237,073 | 68,024 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,493,673 | 67,541 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,887,593 | 68,365 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,473,248 | 92,939 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,644,106 | 93,164 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,886,563 | 89,856 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,563,637 | 87,387 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,743,825 | 86,715 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,616,869 | 85,833 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,652,868 | 69,106 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,141,197 | 49,924 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,052,944 | 52,411 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,967,486 | 51,566 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||