ELEVATION WEALTH PARTNERS, LLC

Position in MRK — Merck & Co., Inc.

CIK 1976256 WALNUT CREEK, CA

Position in MRK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$284,242

+$136,887 QoQ

Shares Held

2,212

+80.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,204

of 3,769 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $5,335,672 across 14 Drug Manufacturers - General names. MRK ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,388	$1,664,808
2	JNJ	Johnson & Johnson	6,348	$1,612,201
3	ABBV	AbbVie Inc.	5,109	$1,285,628
4	MRK	Merck & Co., Inc. This page	2,212	$284,242
5	GILD	Gilead Sciences, Inc.	1,235	$156,029
6	AMGN	Amgen Inc	315	$114,067
7	BMY	Bristol Myers Squibb Co	1,417	$81,647
8	BIIB	Biogen Inc.	223	$48,181

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,242	2,212	+80.6%	Shares	Sole	2026-07-08
2026-03-31	$147,355	1,225	+2.4%	Shares	Sole	2026-04-14
2025-12-31	$125,890	1,196	+5.7%	Shares	Sole	2026-01-09
2025-09-30	$94,924	1,131	-12.3%	Shares	Sole	2025-10-14
2025-06-30	$102,116	1,290	-17.3%	Shares	Sole	2025-07-08
2025-03-31	$139,935	1,559	+0.3%	Shares	Sole	2025-04-09
2024-12-31	$154,691	1,555	+0.3%	Shares	Sole	2025-01-29
2024-09-30	$176,131	1,551	+0.2%	Shares	Sole	2024-10-04
2024-06-30	$191,642	1,548	+0.2%	Shares	Sole	2024-07-09
2024-03-31	$203,862	1,545	-10.1%	Shares	Sole	2024-04-19
2023-12-31	$187,296	1,718	+73.9%	Shares	Sole	2024-01-17
2023-09-30	$101,714	988	+0.3%	Shares	Sole	2023-10-10
2023-06-30	$113,659	985	+0.4%	Shares	Sole	2023-07-06
2023-03-31	$104,368	981	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.