Beverly Hills Private Wealth, LLC

Position in MRK — Merck & Co., Inc.

CIK 1965710 BEVERLY HILLS, CA

Position in MRK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$719,600

-$952,310 QoQ

Shares Held

5,600

-59.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,388

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

Beverly Hills Private Wealth, LLC holds $13,330,659 across 9 Drug Manufacturers - General names. MRK ranks #7 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	14,225	$3,612,722
2	NVO	Novo Nordisk A S	63,562	$3,047,161
3	GSK	GSK plc	33,201	$1,740,395
4	ABBV	AbbVie Inc.	6,164	$1,551,108
5	LLY	ELI LILLY & Co	994	$1,192,233
6	AMGN	Amgen Inc	2,339	$846,998
7	MRK	Merck & Co., Inc. This page	5,600	$719,600
8	NVS	Novartis AG	2,596	$406,845

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,600	5,600	-59.7%	Shares	Sole	2026-08-07
2026-03-31	$1,671,910	13,899	+150.3%	Shares	Sole	2026-05-04
2025-12-31	$584,403	5,552	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$480,245	5,722	-2.9%	Shares	Sole	2025-11-10
2025-06-30	$466,408	5,892	-5.8%	Shares	Defined	2025-07-29
2025-03-31	$561,626	6,257	-75.7%	Shares	Sole	2025-04-30
2024-12-31	$2,564,690	25,781	-13.9%	Shares	Defined	2025-02-14
2024-09-30	$3,401,347	29,952	-18.9%	Shares	Sole	2024-11-12
2024-06-30	$4,574,779	36,953	-6.5%	Shares	Sole	2024-08-08
2024-03-31	$5,212,814	39,506	+0.6%	Shares	Sole	2024-05-09
2023-12-31	$4,282,085	39,278	+0.2%	Shares	Sole	2024-01-30
2023-09-30	$4,036,872	39,212	-45.7%	Shares	Sole	2023-11-08
2023-06-30	$8,325,388	72,150	+78.8%	Shares	Sole	2023-08-10
2023-03-31	$4,293,687	40,358	+39.9%	Shares	Sole	2023-05-04
2022-12-31	$3,199,687	28,839	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.