Roberts Wealth Advisors, LLC

Position in GSK — GSK plc

CIK 1885319 PALO ALTO, CA

Position in GSK

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,493,389

-$224,031 QoQ

Shares Held

85,719

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#169

of 1,033 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $14,402,366 across 6 Drug Manufacturers - General names. GSK ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	65,645	$8,435,382
2	GSK	GSK plc This page	85,719	$4,493,389
3	LLY	ELI LILLY & Co	455	$545,740
4	GILD	Gilead Sciences, Inc.	3,040	$384,073
5	ABBV	AbbVie Inc.	1,294	$325,622
6	JNJ	Johnson & Johnson	859	$218,160

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,493,389	85,719	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$4,717,420	85,476	-0.3%	Shares	Sole	2026-04-08
2025-12-31	$4,206,209	85,771	+0.8%	Shares	Sole	2026-01-13
2025-09-30	$3,674,081	85,127	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$3,233,049	84,194	+4.8%	Shares	Sole	2025-07-23
2025-03-31	$3,112,642	80,347	-0.0%	Shares	Sole	2025-04-21
2024-12-31	$2,718,688	80,387	-5.8%	Shares	Sole	2025-01-17
2024-09-30	$3,490,170	85,376	+2.1%	Shares	Sole	2024-10-15
2024-06-30	$3,219,216	83,616	+1.5%	Shares	Sole	2024-08-13
2024-03-31	$3,530,473	82,353	+2.4%	Shares	Sole	2024-04-18
2023-12-31	$9,566	80,437	+13.1%	Shares	Sole	2024-01-17
2023-09-30	$2,577,991	71,117	+4.6%	Shares	Sole	2023-10-17
2023-06-30	$2,423,234	67,992	+9.1%	Shares	Sole	2023-07-12
2023-03-31	$2,216,384	62,293	+12.0%	Shares	Sole	2023-04-11
2022-12-31	$1,953,889	55,603	-17.1%	Shares	Sole	2023-01-11
2022-09-30	$1,973,075	67,043	-18.1%	Shares	Sole	2022-10-13
2022-06-30	$3,496,955	81,907	+16.1%	Shares	Sole	2022-07-11
2022-03-31	$3,015,264	70,576	+6.3%	Shares	Sole	2022-04-12
2021-12-31	$2,872,839	66,419	+3.3%	Shares	Sole	2022-01-12
2021-09-30	$2,410,779	64,328	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.