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Catalyst Private Wealth’s Merck MRK Stock Holding History

Catalyst Private Wealth’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 		$363K Buy
+2,825
New +$331K 0.18% 62
2020
Q4 		– Sell
-322
Closed -$25K – 192
2020
Q3 		$25K Buy
+322
New +$25.2K 0.02% 156

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Catalyst Private Wealth's MRK Position: Q2 2026 in Review

Catalyst Private Wealth opened a new position in Merck (MRK) in Q2 2026: 2,825 shares worth $363K. The stake represents 0.18% of the portfolio and ranks #62 among its holdings. This is a return to the name: Catalyst Private Wealth previously reported a position in MRK as recently as Q3 2020.

Catalyst Private Wealth first reported a position in MRK in Q3 2020 and has held it in 2 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Catalyst Private Wealth held 2,825 shares of Merck worth $363K as of Q2 2026.
  • Merck was a new Catalyst Private Wealth position in Q2 2026.
  • Merck made up 0.18% of Catalyst Private Wealth's portfolio in Q2 2026, its #62 holding.
  • Catalyst Private Wealth first reported a position in Merck in Q3 2020 and has held it in 2 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.