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Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Stone Point Wealth 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)
17,426
Value
$2.24M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of MRK by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,426$2.24M0.6%−140−0.8%ReducedHolders
Q1 202617,566$2.11M0.6%+5,280+43.0%AddedHolders
Q4 202512,286$1.29M0.4%+2,460+25.0%AddedHolders
Q3 20259,826$824.7K0.2%−5,410−35.5%ReducedHolders
Q2 202515,236$1.21M0.4%−1,511−9.0%ReducedHolders
Q1 202516,747$1.50M0.5%−2,187−11.6%ReducedHolders
Q4 202418,934$1.88M0.6%−10,949−36.6%ReducedHolders
Q3 202429,883$3.39M1.1%+70+0.2%AddedHolders
Q2 202429,813$3.69M1.3%+391+1.3%AddedHolders
Q1 202429,422$3.88M1.3%+840+2.9%AddedHolders
Q4 202328,582$3.12M1.2%+115+0.4%AddedHolders
Q3 202328,467$2.93M1.3%+1,557+5.8%AddedHolders
Q2 202326,910$3.11M1.3%+8,196+43.8%AddedHolders
Q1 202318,714$1.99M0.9%−499−2.6%ReducedHolders
Q4 202219,213$2.13M1.0%00.0%UnchangedHolders
Q3 202219,213$1.66M1.0%+614+3.3%AddedHolders
Q2 202218,599$1.70M1.0%+5,030+37.1%AddedHolders
Q1 202213,569$1.13M0.6%+7,259+115.0%AddedHolders
Q4 20216,310$485.0K0.4%–No prior filingHolders