SEC 13F Intelligence

Elevation Point Wealth Partners, LLC / MRK

Elevation Point Wealth Partners, LLC’s Merck & Co Inc Position

Does Elevation Point Wealth Partners, LLC own Merck & Co Inc (MRK)? Yes — 116.7K shares worth $14M (+0.33% of its 13F portfolio) as of Q1 2026, up from 55.9K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
116.7K
% of Portfolio
+0.33%
Quarters Held
30
currently held

Position History MRK

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $7MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $3MQ4 ’25: $6MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026116.7K$14M+0.33%
Q4 202555.9K$6M+0.29%
Q3 202539.7K$3M+0.23%
Q2 202563.6K$5M+0.39%
Q1 202559.2K$5M+0.46%
Q4 202448.1K$5M+0.39%
Q3 202461.1K$7M+0.67%
Q2 202421.1K$3M+0.21%
Q1 202423.5K$3M+0.24%
Q4 202323.1K$3M+0.24%
Q3 202322.8K$2M+0.26%
Q2 202322.5K$3M+0.28%
Q1 202329.8K$3M+0.36%
Q4 202232.1K$4M+0.40%
Q3 2022100.2K$9M+1.15%
Q2 202298.3K$9M+1.13%
Q1 202233.2K$3M+0.30%
Q4 202127.2K$2M+0.22%
Q3 202128.3K$2M+0.24%
Q2 202120.6K$2M+0.19%
Q1 202120.6K$2M+0.21%
Q4 202019.8K$2M+0.23%
Q3 202023.2K$2M+0.27%
Q2 202020.3K$2M+0.28%
Q1 202018.0K$1M+0.31%
Q4 201914.3K$1M+0.21%
Q3 201914.3K$1M+0.22%
Q2 201913.8K$1M+0.21%
Q1 201913.7K$1M+0.21%
Q4 201814.0K$1M+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elevation Point Wealth Partners, LLC’s full portfolio or all institutional holders of MRK.