OneAscent Wealth Management’s Merck MRK Stock Holding History

OneAscent Wealth Management’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	$509K	Sell	4,232 -190	-4%	-$21.9K	0.17%	71
2025 Q4	$465K	Sell	4,422 -839	-16%	-$78.8K	0.15%	67
2025 Q3	$442K	Buy	5,261 +62	+1%	+$5.11K	0.15%	79
2025 Q2	$412K	Buy	5,199 +920	+22%	+$73.1K	0.15%	76
2025 Q1	$384K	Sell	4,279 -650	-13%	-$60.7K	0.17%	69
2024 Q4	$490K	Buy	4,929 +530	+12%	+$54.6K	0.2%	60
2024 Q3	$503K	Buy	4,399 +1,722	+64%	+$205K	0.19%	66
2024 Q2	$333K	Buy	2,677 +76	+3%	+$9.79K	0.17%	58
2024 Q1	$345K	Buy	+2,601	New	+$321K	0.13%	110

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneAscent Wealth Management's MRK Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Merck (MRK) stake by 4.3% in Q1 2026, selling an estimated $21.9K and leaving 4,232 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #71.

OneAscent Wealth Management first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

OneAscent Wealth Management held 4,232 shares of Merck worth $509K as of Q1 2026.
OneAscent Wealth Management sold 190 Merck shares in Q1 2026, an estimated $21.9K.
Merck made up 0.17% of OneAscent Wealth Management's portfolio in Q1 2026, its #71 holding.
OneAscent Wealth Management first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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