Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionDoliver Advisors, Lp
Latest Disclosed Ownership17,211 shares
Latest Disclosed Value $ 2,070,311
Doliver Advisors, Lp reports 2.16% decrease in ownership of MRK / Merck & Co., Inc.

On April 8, 2026 - Doliver Advisors, Lp filed a 13F-HR form disclosing ownership of 17,211 shares of Merck & Co., Inc. (MX:MRK) valued at $2,070,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 17,591 shares of Merck & Co., Inc.. This represents a change in shares of -2.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F MERCK COM 58933Y105 17,211 -380 -2.16 2,070 11.83 0.4706
2026-01-06 2025-12-31 13F MERCK COM 58933Y105 17,591 -187 -1.05 1,852 24.06 0.4633
2025-10-07 2025-09-30 13F MERCK COM 58933Y105 17,778 -265 -1.47 1,492 4.48 0.3860
2025-07-02 2025-06-30 13F MERCK COM 58933Y105 18,043 1,380 8.28 1,428 -4.48 0.3913
2025-04-08 2025-03-31 13F MERCK COM 58933Y105 16,663 316 1.93 1,496 -8.06 0.4203
2025-01-06 2024-12-31 13F MERCK COM 58933Y105 16,347 3,260 24.91 1,626 9.42 0.4519
2024-10-02 2024-09-30 13F MERCK COM 58933Y105 13,087 -246 -1.85 1,486 -9.94 0.4078
2024-07-12 2024-06-30 13F MERCK COM 58933Y105 13,333 -99 -0.74 1,651 -6.88 0.4607
2024-04-12 2024-03-31 13F MERCK COM 58933Y105 13,432 -433 -3.12 1,772 17.27 0.4988
2024-01-03 2023-12-31 13F MERCK COM 58933Y105 13,865 -20 -0.14 1,512 5.74 0.4638
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 13,885 144 1.05 1,429 -9.84 0.4304
2023-08-07 2023-06-30 13F MERCK COM 58933Y105 13,741 -85 -0.61 1,586 7.82 0.4827
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 13,826 326 2.41 1,471 -1.80 0.4615
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 13,500 -736 -5.17 1,498 22.10 0.4920
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 14,236 -543 -3.67 1,226 -8.98 0.4525
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 14,779 3,410 29.99 1,347 44.37 0.4784
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 11,369 1,055 10.23 933 15.19 0.2950
2022-02-07 2021-12-31 13F MERCK COM 58933Y105 10,314 -2,838 -21.58 810 -18.02 0.2531
2021-11-03 2021-09-30 13F MERCK COM 58933Y105 13,152 965 7.92 988 4.22 0.3320
2021-08-06 2021-06-30 13F MERCK COM 58933Y105 12,187 866 7.65 948 8.59 0.3145
2021-05-07 2021-03-31 13F MERCK & CO. COM 58933Y105 11,321 1,875 19.85 873 12.94 0.3245
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 9,446 989 11.69 773 10.11 0.3417
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 8,457 235 2.86 702 10.38 0.3560
2020-08-10 2020-06-30 13F MERCK & CO. COM 58933Y105 8,222 816 11.02 636 2.25 0.2842
2020-04-28 2020-03-31 13F MERCK & CO. COM 58933Y105 7,406 1,658 28.84 622 18.93 0.3073
2020-01-27 2019-12-31 13F MERCK COM 58933Y105 5,748 -358 -5.86 523 0.77 0.2068
2019-11-04 2019-09-30 13F MERCK COM 58933Y105 6,106 1,315 27.45 519 29.10 0.2085
2019-07-25 2019-06-30 13F MERCK COM 58933Y105 4,791 0 0.00 402 1.01 0.1585
2019-05-13 2019-03-31 13F MERCK COM 58933Y105 4,791 -140 -2.84 398 5.57 0.1609
2019-01-31 2018-12-31 13F MERCK COM 58933Y105 4,931 -823 -14.30 377 -7.60 0.1850
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 5,754 -200 -3.36 408 13.02 0.1681
2018-08-14 2018-06-30 13F MERCK COM 58933Y105 5,954 -745 -11.12 361 -1.10 0.1512
2018-05-08 2018-03-31 13F MERCK Common 58933Y105 6,699 1,077 19.16 365 15.51 0.1591
2018-02-12 2017-12-31 13F MERCK Common 58933Y105 5,622 2,113 60.22 316 40.44 0.1265
2017-11-03 2017-09-30 13F MERCK Common 58933Y105 3,509 3,509 225 0.1011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.