Catalyst Financial Partners
MRK icon

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
Q3 		$3.01M Buy
20,733
+528
+3% +$73K 0.28% 46
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Catalyst Financial Partners's MRK Position: Q3 2026 in Review

Catalyst Financial Partners increased its Merck (MRK) stake by 2.6% in Q3 2026, buying an estimated $73K and bringing the position to 20,733 shares worth $3.01M. The position accounts for 0.28% of the portfolio, ranked #46.

Catalyst Financial Partners first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. 2,400 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Catalyst Financial Partners held 20,733 shares of Merck worth $3.01M as of Q3 2026.
  • Catalyst Financial Partners bought 528 Merck shares in Q3 2026, an estimated $73K.
  • Merck made up 0.28% of Catalyst Financial Partners's portfolio in Q3 2026, its #46 holding.
  • Catalyst Financial Partners first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.