Catalyst Private Wealth
MRK icon

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
Q3 		$431K Buy
2,966
+141
+5% +$19.5K 0.18% 60
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Private Wealth's MRK Position: Q3 2026 in Review

Catalyst Private Wealth increased its Merck (MRK) stake by 5% in Q3 2026, buying an estimated $19.5K and bringing the position to 2,966 shares worth $431K. The position accounts for 0.18% of the portfolio, ranked #60.

Catalyst Private Wealth first reported a position in MRK in Q3 2020 and has held it in 3 quarters since. 1,788 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Catalyst Private Wealth held 2,966 shares of Merck worth $431K as of Q3 2026.
  • Catalyst Private Wealth bought 141 Merck shares in Q3 2026, an estimated $19.5K.
  • Merck made up 0.18% of Catalyst Private Wealth's portfolio in Q3 2026, its #60 holding.
  • Catalyst Private Wealth first reported a position in Merck in Q3 2020 and has held it in 3 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.