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
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 $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

OneAscent Family Office's MRK Position: Q1 2026 in Review

OneAscent Family Office increased its Merck (MRK) stake by 4.3% in Q1 2026, buying an estimated $20.1K and bringing the position to 4,182 shares worth $503K. The position accounts for 0.35% of the portfolio, ranked #69.

OneAscent Family Office first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • OneAscent Family Office held 4,182 shares of Merck worth $503K as of Q1 2026.
  • OneAscent Family Office bought 174 Merck shares in Q1 2026, an estimated $20.1K.
  • Merck made up 0.35% of OneAscent Family Office's portfolio in Q1 2026, its #69 holding.
  • OneAscent Family Office first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.