OFO
MRK icon

OneAscent Family Office’s Merck MRK Stock Holding History

OneAscent Family Office’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 		$831K Buy
6,470
+2,288
+55% +$268K 0.42% 54
2026
Q1 		$503K Buy
4,182
+174
+4% +$20.1K 0.35% 69
2025
Q4 		$422K Buy
4,008
+658
+20% +$61.8K 0.29% 87
2025
Q3 		$281K Buy
3,350
+253
+8% +$20.8K 0.23% 112
2025
Q2 		$245K Buy
3,097
+311
+11% +$24.7K 0.23% 105
2025
Q1 		$250K Buy
2,786
+262
+10% +$24.5K 0.23% 101
2024
Q4 		$251K Buy
+2,524
New +$260K 0.46% 56

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 $3.38T AUM 44.17% 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

OneAscent Family Office's MRK Position: Q2 2026 in Review

OneAscent Family Office increased its Merck (MRK) stake by 55% in Q2 2026, buying an estimated $268K and bringing the position to 6,470 shares worth $831K. The position accounts for 0.42% of the portfolio, ranked #54.

OneAscent Family Office first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • OneAscent Family Office held 6,470 shares of Merck worth $831K as of Q2 2026.
  • OneAscent Family Office bought 2,288 Merck shares in Q2 2026, an estimated $268K.
  • Merck made up 0.42% of OneAscent Family Office's portfolio in Q2 2026, its #54 holding.
  • OneAscent Family Office first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.