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Alvarez & Marsal Private Wealth Partners’s Merck MRK Stock Holding History

Alvarez & Marsal Private Wealth Partners’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$520K Sell
4,020
-9
-0.2% -$1.05K 0.07% 49
2026
Q1 		$488K Buy
4,029
+3,588
+814% +$414K 0.07% 70
2025
Q4 		$46.8K Buy
+441
New +$41.4K 0.01% 103

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's MRK Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Merck (MRK) stake by 0.22% in Q2 2026, selling an estimated $1.05K and leaving 4,020 shares worth $520K. The position accounts for 0.07% of the portfolio, ranked #49.

Alvarez & Marsal Private Wealth Partners first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 4,020 shares of Merck worth $520K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 9 Merck shares in Q2 2026, an estimated $1.05K.
  • Merck made up 0.07% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.