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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
Q2 		$8.44M Sell
65,645
-574
-0.9% -$67.2K 1.92% 13
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 $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 $3.37T AUM 44.26% 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

Roberts Wealth Advisors's MRK Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Merck (MRK) stake by 0.87% in Q2 2026, selling an estimated $67.2K and leaving 65,645 shares worth $8.44M. The position accounts for 1.92% of the portfolio, ranked #13.

Roberts Wealth Advisors first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Roberts Wealth Advisors held 65,645 shares of Merck worth $8.44M as of Q2 2026.
  • Roberts Wealth Advisors sold 574 Merck shares in Q2 2026, an estimated $67.2K.
  • Merck made up 1.92% of Roberts Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Roberts Wealth Advisors first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.