Cyndeo Wealth Partners, LLC

Position in MRK — Merck & Co., Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in MRK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$13,932,741

+$1,362,797 QoQ

Shares Held

108,426

+3.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#631

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $116,144,822 across 9 Drug Manufacturers - General names. MRK ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	137,211	$34,527,776
2	LLY	ELI LILLY & Co	17,927	$21,502,183
3	JNJ	Johnson & Johnson	78,287	$19,882,549
4	MRK	Merck & Co., Inc. This page	108,426	$13,932,741
5	PFE	Pfizer Inc	536,714	$12,924,073
6	BMY	Bristol Myers Squibb Co	186,460	$10,743,825
7	AZN	Astrazeneca PLC	6,841	$1,297,190
8	NVS	Novartis AG	4,490	$703,672

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,932,741	108,426	+3.8%	Shares	Sole	2026-07-21
2026-03-31	$12,569,944	104,497	-15.1%	Shares	Sole	2026-04-13
2025-12-31	$12,955,716	123,083	+2.2%	Shares	Sole	2026-01-07
2025-09-30	$10,112,306	120,485	+397.2%	Shares	Sole	2025-10-10
2025-06-30	$1,918,125	24,231	-1.2%	Shares	Sole	2025-07-24
2025-03-31	$2,202,082	24,533	-2.8%	Shares	Sole	2025-04-17
2024-12-31	$2,509,880	25,230	-0.5%	Shares	Sole	2025-01-21
2024-09-30	$2,878,973	25,352	+4.1%	Shares	Sole	2024-10-18
2024-06-30	$3,014,158	24,347	+25.5%	Shares	Sole	2024-07-30
2024-03-31	$2,559,830	19,400	+0.4%	Shares	Sole	2024-04-17
2023-12-31	$2,107,029	19,327	-0.8%	Shares	Sole	2024-01-12
2023-09-30	$2,006,392	19,489	-7.1%	Shares	Sole	2023-10-10
2023-06-30	$2,421,459	20,985	+9.1%	Shares	Sole	2023-07-27
2023-03-31	$2,045,454	19,226	+94.4%	Shares	Sole	2023-04-25
2022-12-31	$1,097,295	9,890	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.