Roberts Capital Advisors’s Merck MRK Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-6,321	Closed	-$531K	–	39
2025 Q3	$531K	Buy	+6,321	New	+$521K	0.59%	58
2025 Q2	–	Sell	-6,141	Closed	-$551K	–	84
2025 Q1	$551K	Buy	+6,141	New	+$573K	0.48%	67

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Roberts Capital Advisors's MRK Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Merck (MRK) in Q4 2025, closing a stake of 6,321 shares — an estimated $531K sold.

Roberts Capital Advisors first reported a position in MRK in Q1 2025 and held it in 2 quarters. The position peaked at $551K in Q1 2025. 3,651 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Roberts Capital Advisors reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 6,321 Merck shares in Q4 2025, an estimated $531K.
Roberts Capital Advisors first reported a position in Merck in Q1 2025 and held it in 2 quarters.
Roberts Capital Advisors's Merck position peaked at $551K in Q1 2025.
3,651 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.