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MRK icon

Catalina Capital Group’s Merck MRK Stock Holding History

Catalina Capital Group’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
Q1 		$232K Buy
+1,929
New +$223K 0.14% 131
2025
Q2 		– Sell
-2,570
Closed -$231K – 193
2025
Q1 		$231K Sell
2,570
-7,753
-75% -$724K 0.15% 140
2024
Q4 		$1.03M Buy
10,323
+678
+7% +$69.9K 0.34% 55
2024
Q3 		$1.1M Sell
9,645
-216
-2% -$25.7K 0.37% 55
2024
Q2 		$1.22M Buy
9,861
+1,653
+20% +$213K 0.46% 47
2024
Q1 		$1.08M Buy
8,208
+5,066
+161% +$624K 0.45% 49
2023
Q4 		$343K Buy
+3,142
New +$326K 0.23% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Catalina Capital Group's MRK Position: Q1 2026 in Review

Catalina Capital Group opened a new position in Merck (MRK) in Q1 2026: 1,929 shares worth $232K. The stake represents 0.14% of the portfolio and ranks #131 among its holdings. This is a return to the name: Catalina Capital Group previously reported a position in MRK as recently as Q1 2025.

Catalina Capital Group first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.22M in Q2 2024. 3,796 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Catalina Capital Group held 1,929 shares of Merck worth $232K as of Q1 2026.
  • Merck was a new Catalina Capital Group position in Q1 2026.
  • Merck made up 0.14% of Catalina Capital Group's portfolio in Q1 2026, its #131 holding.
  • Catalina Capital Group first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Catalina Capital Group's Merck position peaked at $1.22M in Q2 2024.
  • 3,796 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.