Robertson Stephens Wealth Management, LLC
Position in MRK — Merck & Co., Inc.
CIK 1767307
San Francisco, CA
Position in MRK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,484,302
+$398,015 QoQ
Shares Held
89,372
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#696
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $81,626,025 across 10 Drug Manufacturers - General names. MRK ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
14,384 | $17,252,602 | |
| 2 | ABBV |
AbbVie Inc.
|
63,757 | $16,043,811 | |
| 3 | MRK |
Merck & Co., Inc.
This page
|
89,372 | $11,484,302 | |
| 4 | AMGN |
Amgen Inc
|
24,525 | $8,880,993 | |
| 5 | GSK |
GSK plc
|
163,317 | $8,561,077 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
52,607 | $6,646,368 | |
| 7 | JNJ |
Johnson & Johnson
|
24,885 | $6,320,043 | |
| 8 | PFE |
Pfizer Inc
|
148,619 | $3,578,745 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,484,302 | 89,372 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,086,287 | 92,163 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,701,287 | 92,165 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,595,619 | 30,926 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,045,256 | 25,837 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,181,632 | 35,446 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,571,332 | 35,900 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,547,850 | 40,048 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,859,273 | 39,251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,246,414 | 32,182 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,042,788 | 37,083 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,513,065 | 34,124 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,692,595 | 32,001 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,412,352 | 32,074 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,664,567 | 33,029 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,836,103 | 32,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,312,935 | 36,338 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,010,004 | 36,685 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,798,586 | 36,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,367,227 | 18,203 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,413,080 | 18,170 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,504,566 | 19,517 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $826,834 | 10,108 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $739,499 | 8,915 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $587,708 | 7,600 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,072,312 | 13,937 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||