Roberts Wealth Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1885319 PALO ALTO, CA

Position in MRK

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

Position Value

$8,435,382

+$469,899 QoQ

Shares Held

65,645

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.15%

of 13F equity value

Holder Rank

#807

of 3,769 holders

Holding Since

Sep 2021

19 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. MRK ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc. This page	65,645	$8,435,382
2	GSK	GSK plc	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

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,435,382	65,645	-0.9%	Shares	Sole	2026-07-30
2026-03-31	$7,965,483	66,219	+3.1%	Shares	Sole	2026-04-08
2025-12-31	$6,762,323	64,244	-1.1%	Shares	Sole	2026-01-13
2025-09-30	$5,450,078	64,936	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$5,101,387	64,444	+9.2%	Shares	Sole	2025-07-23
2025-03-31	$5,295,032	58,991	+0.6%	Shares	Sole	2025-04-21
2024-12-31	$5,835,297	58,658	+109.4%	Shares	Sole	2025-01-17
2024-09-30	$3,181,383	28,015	+3.6%	Shares	Sole	2024-10-15
2024-06-30	$3,346,190	27,029	+13.0%	Shares	Sole	2024-08-13
2024-03-31	$3,157,299	23,928	+3.6%	Shares	Sole	2024-04-18
2023-12-31	$8,206	23,097	+8.4%	Shares	Sole	2024-01-17
2023-09-30	$2,193,040	21,302	+2.3%	Shares	Sole	2023-10-17
2023-06-30	$2,401,958	20,816	+0.5%	Shares	Sole	2023-07-12
2023-03-31	$2,203,443	20,711	+1.3%	Shares	Sole	2023-04-11
2022-12-31	$2,268,705	20,448	+1.9%	Shares	Sole	2023-01-11
2022-06-30	$1,829,508	20,067	+4.6%	Shares	Sole	2022-07-11
2022-03-31	$1,574,293	19,187	+5.2%	Shares	Sole	2022-04-12
2021-12-31	$1,398,143	18,243	+18.8%	Shares	Sole	2022-01-12
2021-09-30	$1,153,013	15,351	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.