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 Q2	$577K	Buy	4,489 +257	+6%	+$30.1K	0.17%	65
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneAscent Wealth Management's MRK Position: Q2 2026 in Review

OneAscent Wealth Management increased its Merck (MRK) stake by 6.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,489 shares worth $577K. The position accounts for 0.17% of the portfolio, ranked #65.

OneAscent Wealth Management first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

OneAscent Wealth Management held 4,489 shares of Merck worth $577K as of Q2 2026.
OneAscent Wealth Management bought 257 Merck shares in Q2 2026, an estimated $30.1K.
Merck made up 0.17% of OneAscent Wealth Management's portfolio in Q2 2026, its #65 holding.
OneAscent Wealth Management first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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