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Catalyst Financial Partners’s Merck MRK Stock Holding History

Catalyst Financial 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 		$2.6M Buy
20,205
+987
+5% +$116K 0.26% 55
2026
Q1 		$2.31M Buy
19,218
+1,627
+9% +$188K 0.27% 49
2025
Q4 		$1.85M Buy
17,591
+2,391
+16% +$224K 0.21% 51
2025
Q3 		$1.28M Buy
15,200
+527
+4% +$43.4K 0.15% 67
2025
Q2 		$1.16M Buy
14,673
+910
+7% +$72.3K 0.13% 69
2025
Q1 		$1.24M Sell
13,763
-2,765
-17% -$258K 0.23% 54
2024
Q4 		$1.64M Sell
16,528
-432
-3% -$44.5K 0.31% 42
2024
Q3 		$1.93M Sell
16,960
-735
-4% -$87.3K 0.38% 36
2024
Q2 		$2.19M Buy
17,695
+93
+0.5% +$12K 0.48% 30
2024
Q1 		$2.21M Sell
17,602
-329
-2% -$40.6K 0.57% 28
2023
Q4 		$1.95M Sell
17,931
-1,227
-6% -$127K 0.55% 30
2023
Q3 		$1.97M Buy
19,158
+1,304
+7% +$141K 0.64% 26
2023
Q2 		$2.06M Buy
17,854
+1,741
+11% +$198K 0.73% 23
2023
Q1 		$1.71M Buy
16,113
+8,122
+102% +$877K 0.73% 24
2022
Q4 		$887K Buy
+7,991
New +$817K 0.46% 35

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

Catalyst Financial Partners's MRK Position: Q2 2026 in Review

Catalyst Financial Partners increased its Merck (MRK) stake by 5.1% in Q2 2026, buying an estimated $116K and bringing the position to 20,205 shares worth $2.6M. The position accounts for 0.26% of the portfolio, ranked #55.

Catalyst Financial Partners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Catalyst Financial Partners held 20,205 shares of Merck worth $2.6M as of Q2 2026.
  • Catalyst Financial Partners bought 987 Merck shares in Q2 2026, an estimated $116K.
  • Merck made up 0.26% of Catalyst Financial Partners's portfolio in Q2 2026, its #55 holding.
  • Catalyst Financial Partners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.