OIS
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OneAscent Investment Solutions’s Merck MRK Stock Holding History

OneAscent Investment Solutions’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 		$454K Sell
3,533
-405
-10% -$47.4K 0.43% 52
2026
Q1 		$474K Buy
3,938
+83
+2% +$9.58K 0.47% 53
2025
Q4 		$406K Sell
3,855
-651
-14% -$61.1K 0.43% 66
2025
Q3 		$378K Sell
4,506
-1,158
-20% -$95.4K 0.4% 71
2025
Q2 		$448K Buy
5,664
+1,925
+51% +$153K 0.48% 57
2025
Q1 		$336K Buy
+3,739
New +$349K 0.4% 77

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 Investment Solutions's MRK Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its Merck (MRK) stake by 10% in Q2 2026, selling an estimated $47.4K and leaving 3,533 shares worth $454K. The position accounts for 0.43% of the portfolio, ranked #52.

OneAscent Investment Solutions first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $474K in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • OneAscent Investment Solutions held 3,533 shares of Merck worth $454K as of Q2 2026.
  • OneAscent Investment Solutions sold 405 Merck shares in Q2 2026, an estimated $47.4K.
  • Merck made up 0.43% of OneAscent Investment Solutions's portfolio in Q2 2026, its #52 holding.
  • OneAscent Investment Solutions first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's Merck position peaked at $474K in Q1 2026.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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