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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catalyst Financial Partners's MRK Position: Q1 2026 in Review

Catalyst Financial Partners increased its Merck (MRK) stake by 9.2% in Q1 2026, buying an estimated $188K and bringing the position to 19,218 shares worth $2.31M. The position accounts for 0.27% of the portfolio, ranked #49.

Catalyst Financial Partners first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Catalyst Financial Partners held 19,218 shares of Merck worth $2.31M as of Q1 2026.
  • Catalyst Financial Partners bought 1,627 Merck shares in Q1 2026, an estimated $188K.
  • Merck made up 0.27% of Catalyst Financial Partners's portfolio in Q1 2026, its #49 holding.
  • Catalyst Financial Partners first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.