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Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
301,750
Value
$38.8M
% of portfolio
2.8%
Quarters held
22
Since Q1 2021
Holdings of MRK by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026301,750$38.8M2.8%−7,588−2.5%ReducedHolders
Q1 2026309,338$37.2M2.9%−2,449−0.8%ReducedHolders
Q4 2025311,787$32.8M2.3%−6,512−2.0%ReducedHolders
Q3 2025318,299$26.7M1.9%+1,535+0.5%AddedHolders
Q2 2025316,764$25.1M2.0%−13,723−4.2%ReducedHolders
Q1 2025330,487$29.7M2.5%+1,316+0.4%AddedHolders
Q4 2024329,171$32.7M2.5%+38,652+13.3%AddedHolders
Q3 2024290,519$33.0M2.6%−50,478−14.8%ReducedHolders
Q2 2024340,997$42.2M3.2%−1,049−0.3%ReducedHolders
Q1 2024342,046$45.1M3.6%−5,974−1.7%ReducedHolders
Q4 2023348,020$37.9M3.2%+1,229+0.4%AddedHolders
Q3 2023346,791$35.7M3.4%−1,500−0.4%ReducedHolders
Q2 2023348,291$40.2M3.7%−2,660−0.8%ReducedHolders
Q1 2023350,951$37.3M3.7%+260+0.1%AddedHolders
Q4 2022350,691$38.9M4.5%+4,928+1.4%AddedHolders
Q3 2022345,763$29.8M3.8%+3,312+1.0%AddedHolders
Q2 2022342,451$31.2M3.6%−18,109−5.0%ReducedHolders
Q1 2022360,560$29.6M2.6%−7,505−2.0%ReducedHolders
Q4 2021368,065$28.2M2.4%+13,547+3.8%AddedHolders
Q3 2021354,518$26.6M2.5%+44,712+14.4%AddedHolders
Q2 2021309,806$24.1M2.2%+16,861+5.8%AddedHolders
Q1 2021292,945$22.6M2.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.