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OneAscent Financial Services’s Merck MRK Stock Holding History

OneAscent Financial Services’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 		$1.76M Buy
14,671
+6,583
+81% +$760K 0.1% 131
2025
Q4 		$851K Buy
8,088
+779
+11% +$73.1K 0.08% 173
2025
Q3 		$613K Sell
7,309
-6,662
-48% -$549K 0.08% 201
2025
Q2 		$1.13M Sell
13,971
-1,771
-11% -$141K 0.08% 161
2025
Q1 		$1.4M Buy
15,742
+1,982
+14% +$185K 0.09% 155
2024
Q4 		$1.38M Buy
13,760
+3,893
+39% +$401K 0.12% 122
2024
Q3 		$1.13M Sell
9,867
-45
-0.5% -$5.35K 0.81% 25
2024
Q2 		$1.24M Sell
9,912
-759
-7% -$97.8K 0.17% 76
2024
Q1 		$1.42M Buy
10,671
+584
+6% +$72K 0.16% 93
2023
Q4 		$1.11M Buy
10,087
+6,176
+158% +$641K 0.14% 105
2023
Q3 		$405K Buy
3,911
+1,381
+55% +$149K 0.11% 143
2023
Q2 		$292K Buy
+2,530
New +$287K 0.13% 86
2022
Q4 		– Sell
-2,652
Closed -$230K – 224
2022
Q3 		$230K Buy
2,652
+77
+3% +$6.87K 0.09% 163
2022
Q2 		$237K Buy
+2,575
New +$228K 0.11% 186
2019
Q3 		– Sell
-4,340
Closed -$347K – 125
2019
Q2 		$347K Buy
+4,340
New +$332K 0.24% 98

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 Financial Services's MRK Position: Q1 2026 in Review

OneAscent Financial Services increased its Merck (MRK) stake by 81% in Q1 2026, buying an estimated $760K and bringing the position to 14,671 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #131.

OneAscent Financial Services first reported a position in MRK in Q2 2019 and has held it in 15 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • OneAscent Financial Services held 14,671 shares of Merck worth $1.76M as of Q1 2026.
  • OneAscent Financial Services bought 6,583 Merck shares in Q1 2026, an estimated $760K.
  • Merck made up 0.1% of OneAscent Financial Services's portfolio in Q1 2026, its #131 holding.
  • OneAscent Financial Services first reported a position in Merck in Q2 2019 and has held it in 15 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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