Alvarez & Marsal Private Wealth Partners, LLC
Position in MRK — Merck & Co., Inc.
CIK 2109121
WEST PALM BEACH, FL
Position in MRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$516,570
+$31,922 QoQ
Shares Held
4,020
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,669
of 3,769 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $4,434,428 across 6 Drug Manufacturers - General names. MRK ranks #3 (11.6% of the industry book) .
All Filings in MRK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,570 | 4,020 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $484,648 | 4,029 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $46,419 | 441 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||