SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / MRK

Steward Partners Investment Advisory, LLC’s Merck & Co Inc Position

Does Steward Partners Investment Advisory, LLC own Merck & Co Inc (MRK)? Yes305.4K shares worth $37M (+0.19% of its 13F portfolio) as of Q1 2026, up from 299.9K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
305.4K
% of Portfolio
+0.19%
Quarters Held
30
currently held

Position History MRK

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $19MQ2 ’19: $20MQ3 ’19: $22MQ4 ’19: $23MQ4 ’19Q1 ’20: $25MQ2 ’20: $27MQ3 ’20: $24MQ4 ’20: $24MQ4 ’20Q1 ’21: $57.0BQ2 ’21: $23MQ3 ’21: $20MQ4 ’21: $20MQ4 ’21Q1 ’22: $23MQ2 ’22: $26MQ3 ’22: $32MQ4 ’22: $42MQ4 ’22Q1 ’23: $39MQ2 ’23: $45MQ3 ’23: $37MQ4 ’23: $40MQ4 ’23Q1 ’24: $61MQ2 ’24: $61MQ3 ’24: $57MQ4 ’24: $48MQ4 ’24Q1 ’25: $44MQ2 ’25: $25MQ3 ’25: $22MQ4 ’25: $32MQ4 ’25Q1 ’26: $37Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026305.4K$37M+0.19%
Q4 2025299.9K$32M+0.17%
Q3 2025259.5K$22M+0.12%
Q2 2025317.4K$25M+0.20%
Q1 2025491.5K$44M+0.39%
Q4 2024484.0K$48M+0.43%
Q3 2024505.4K$57M+0.53%
Q2 2024491.0K$61M+0.64%
Q1 2024465.3K$61M+0.68%
Q4 2023367.5K$40M+0.54%
Q3 2023363.7K$37M+0.58%
Q2 2023388.0K$45M+0.67%
Q1 2023368.6K$39M+0.63%
Q4 2022375.7K$42M+0.71%
Q3 2022367.4K$32M+0.59%
Q2 2022283.1K$26M+0.47%
Q1 2022280.1K$23M+0.36%
Q4 2021266.0K$20M+0.31%
Q3 2021262.0K$20M+0.34%
Q2 2021294.9K$23M+0.39%
Q1 2021738.8K$57.0B+0.50%
Q4 2020298.4K$24M+0.53%
Q3 2020293.1K$24M+0.61%
Q2 2020349.9K$27M+0.77%
Q1 2020324.8K$25M+0.91%
Q4 2019255.7K$23M+0.69%
Q3 2019256.0K$22M+0.73%
Q2 2019233.5K$20M+0.72%
Q1 2019234.4K$19M+0.83%
Q4 2018189.9K$15M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steward Partners Investment Advisory, LLC’s full portfolio or all institutional holders of MRK.