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Roberts Wealth Advisors’s Merck MRK Stock Holding History

Roberts Wealth 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
2026
Q1 		$7.97M Buy
66,219
+1,975
+3% +$228K 2.02% 13
2025
Q4 		$6.76M Sell
64,244
-692
-1% -$65K 1.76% 14
2025
Q3 		$5.45M Buy
64,936
+492
+0.8% +$40.5K 1.45% 18
2025
Q2 		$5.1M Buy
64,444
+5,453
+9% +$433K 1.47% 21
2025
Q1 		$5.3M Buy
58,991
+333
+0.6% +$31.1K 1.63% 17
2024
Q4 		$5.87M Buy
58,658
+30,643
+109% +$3.16M 1.78% 13
2024
Q3 		$3.04M Buy
28,015
+986
+4% +$117K 0.98% 39
2024
Q2 		$3.41M Buy
27,029
+3,101
+13% +$399K 1.16% 31
2024
Q1 		$3.02M Buy
23,928
+831
+4% +$102K 1.13% 34
2023
Q4 		$8.21M Buy
23,097
+1,795
+8% +$186K 1.28% 30
2023
Q3 		$2.22M Buy
21,302
+486
+2% +$52.4K 0.98% 34
2023
Q2 		$2.4M Buy
20,816
+105
+0.5% +$11.9K 1.06% 36
2023
Q1 		$2.25M Buy
20,711
+263
+1% +$28.4K 1.03% 36
2022
Q4 		$2.27M Buy
+20,448
New +$2.09M 1.1% 34
2022
Q3 		– Sell
-20,067
Closed -$1.86M – 85
2022
Q2 		$1.86M Buy
20,067
+880
+5% +$78K 0.81% 39
2022
Q1 		$1.6M Buy
19,187
+944
+5% +$74.4K 0.63% 47
2021
Q4 		$1.4M Buy
18,243
+2,892
+19% +$230K 0.51% 58
2021
Q3 		$1.15M Buy
+15,351
New +$1.17M 0.46% 59

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

Roberts Wealth Advisors's MRK Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Merck (MRK) stake by 3.1% in Q1 2026, buying an estimated $228K and bringing the position to 66,219 shares worth $7.97M. The position accounts for 2.02% of the portfolio, ranked #13.

Roberts Wealth Advisors first reported a position in MRK in Q3 2021 and has held it in 18 quarters since. The position peaked at $8.21M in Q4 2023. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Roberts Wealth Advisors held 66,219 shares of Merck worth $7.97M as of Q1 2026.
  • Roberts Wealth Advisors bought 1,975 Merck shares in Q1 2026, an estimated $228K.
  • Merck made up 2.02% of Roberts Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Roberts Wealth Advisors first reported a position in Merck in Q3 2021 and has held it in 18 quarters since.
  • Roberts Wealth Advisors's Merck position peaked at $8.21M in Q4 2023.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.