Back to MRK
Roberts Wealth Advisors, LLC → MRK
Roberts Wealth Advisors, LLC MRK Position History
Merck & Co., Inc. • Healthcare
Quarters held
5
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $6.8M |
| Q1 2026 | $8M |
| Q2 2026 | $8.4M |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 64.5K | — | — |
| Q2 2026 | $8.4M | 65.6K | — | — |
| Q1 2026 | $8M | 66.2K | — | — |
| Q4 2025 | $6.8M | 64.2K | — | — |
| Q3 2025 | $5.5M | 64.9K | — | — |
Other funds holding MRK
$24.1B
$21.5B
$19.1B
$15.6B
$15.6B
$15.6B
$14.6B