Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionNaviter Wealth, LLC
Latest Disclosed Ownership21,629 shares
Latest Disclosed Value $ 2,620,060
Naviter Wealth, LLC reports 6.30% increase in ownership of MRK / Merck & Co., Inc.

On April 10, 2026 - Naviter Wealth, LLC filed a 13F-HR form disclosing ownership of 21,629 shares of Merck & Co., Inc. (MX:MRK) valued at $2,620,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 20,347 shares of Merck & Co., Inc.. This represents a change in shares of 6.30% 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)
2026-04-10 2026-03-31 13F MERCK COM 58933Y105 21,629 1,282 6.30 2,620 21.41 0.3273
2026-01-21 2025-12-31 13F MERCK COM 58933Y105 20,347 -898 -4.23 2,159 19.89 0.2814
2025-11-06 2025-09-30 13F MERCK COM 58933Y105 21,245 -2,552 -10.72 1,800 -5.36 0.2095
2025-07-28 2025-06-30 13F MERCK COM 58933Y105 23,797 -976 -3.94 1,903 -14.71 0.2343
2025-04-25 2025-03-31 13F MERCK COM 58933Y105 24,773 192 0.78 2,230 -9.53 0.2703
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 24,581 3,009 13.95 2,466 -0.04 0.2974
2024-10-16 2024-09-30 13F MERCK COM 58933Y105 21,572 357 1.68 2,466 -6.63 0.3433
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 21,215 1,020 5.05 2,642 -1.46 0.3944
2024-04-18 2024-03-31 13F MERCK COM 58933Y105 20,195 3,045 17.76 2,680 42.40 0.4384
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 17,150 1,544 9.89 1,882 16.32 0.3788
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 15,606 846 5.73 1,618 -5.55 0.3905
2023-07-20 2023-06-30 13F MERCK COM 58933Y105 14,760 1,814 14.01 1,714 23.77 0.4356
2023-04-12 2023-03-31 13F MERCK COM 58933Y105 12,946 2,629 25.48 1,385 23.68 0.4844
2023-01-31 2022-12-31 13F Merck COM 58933Y105 10,317 547 5.60 1,120 31.96 0.3073
2022-10-27 2022-09-30 13F Merck COM 58933Y105 9,770 628 6.87 848 1.56 0.3459
2022-07-18 2022-06-30 13F MERCK COM 58933Y105 9,142 9,142 835 0.3425
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.