Gladstone Institutional Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.9M | Buy |
84,891
+355
| +0.4% | +$41.6K | 0.34% | 63 |
|
|
2026
Q1 | $10.2M | Buy |
84,536
+1,710
| +2% | +$197K | 0.38% | 55 |
|
|
2025
Q4 | $8.72M | Sell |
82,826
-1,574
| -2% | -$148K | 0.33% | 63 |
|
|
2025
Q3 | $7.08M | Sell |
84,400
-172
| -0.2% | -$14.2K | 0.27% | 85 |
|
|
2025
Q2 | $6.69M | Sell |
84,572
-489
| -0.6% | -$38.9K | 0.28% | 84 |
|
|
2025
Q1 | $7.64M | Buy |
85,061
+6,263
| +8% | +$585K | 0.36% | 65 |
|
|
2024
Q4 | $7.84M | Sell |
78,798
-2,053
| -3% | -$212K | 0.36% | 58 |
|
|
2024
Q3 | $9.18M | Buy |
80,851
+6,793
| +9% | +$807K | 0.45% | 52 |
|
|
2024
Q2 | $9.17M | Sell |
74,058
-1,074
| -1% | -$138K | 0.48% | 43 |
|
|
2024
Q1 | $9.91M | Sell |
75,132
-19,510
| -21% | -$2.4M | 0.54% | 36 |
|
|
2023
Q4 | $10.3M | Buy |
94,642
+18,679
| +25% | +$1.94M | 0.58% | 35 |
|
|
2023
Q3 | $7.82M | Buy |
75,963
+4,883
| +7% | +$526K | 0.51% | 39 |
|
|
2023
Q2 | $8.2M | Buy |
71,080
+12,702
| +22% | +$1.44M | 0.5% | 40 |
|
|
2023
Q1 | $6.21M | Sell |
58,378
-38,699
| -40% | -$4.18M | 0.4% | 58 |
|
|
2022
Q4 | $10.8M | Buy |
97,077
+42,544
| +78% | +$4.35M | 0.76% | 20 |
|
|
2022
Q3 | $4.7M | Buy |
54,533
+2,885
| +6% | +$258K | 0.37% | 66 |
|
|
2022
Q2 | $4.71M | Sell |
51,648
-864
| -2% | -$76.6K | 0.37% | 64 |
|
|
2022
Q1 | $4.31M | Buy |
52,512
+2,523
| +5% | +$199K | 0.29% | 89 |
|
|
2021
Q4 | $3.83M | Buy |
49,989
+10,328
| +26% | +$823K | 0.3% | 96 |
|
|
2021
Q3 | $2.98M | Buy |
39,661
+3,639
| +10% | +$277K | 0.29% | 92 |
|
|
2021
Q2 | $2.8M | Buy |
36,022
+4,803
| +15% | +$357K | 0.33% | 78 |
|
|
2021
Q1 | $2.3M | Buy |
31,219
+17,612
| +129% | +$1.3M | 0.36% | 70 |
|
|
2020
Q4 | $1.06M | Sell |
13,607
-4,341
| -24% | -$332K | 0.21% | 101 |
|
|
2020
Q3 | $1.42M | Buy |
17,948
+4,205
| +31% | +$329K | 0.34% | 66 |
|
|
2020
Q2 | $1.01M | Sell |
13,743
-2,224
| -14% | -$167K | 0.26% | 82 |
|
|
2020
Q1 | $1.17M | Buy |
15,967
+3,255
| +26% | +$256K | 0.3% | 74 |
|
|
2019
Q4 | $1.1M | Buy |
12,712
+1,493
| +13% | +$123K | 0.27% | 78 |
|
|
2019
Q3 | $901K | Buy |
11,219
+5,474
| +95% | +$439K | 0.23% | 91 |
|
|
2019
Q2 | $460K | Buy |
5,745
+2,036
| +55% | +$156K | 0.14% | 143 |
|
|
2019
Q1 | $294K | Buy |
3,709
+68
| +2% | +$5.09K | 0.11% | 154 |
|
|
2018
Q4 | $265K | Buy |
+3,641
| New | +$257K | 0.15% | 139 |
|
Other funds holding MRK
Gladstone Institutional Advisory's MRK Position: Q2 2026 in Review
Gladstone Institutional Advisory increased its Merck (MRK) stake by 0.42% in Q2 2026, buying an estimated $41.6K and bringing the position to 84,891 shares worth $10.9M. The position accounts for 0.34% of the portfolio, ranked #63.
Gladstone Institutional Advisory first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Gladstone Institutional Advisory held 84,891 shares of Merck worth $10.9M as of Q2 2026.
- Gladstone Institutional Advisory bought 355 Merck shares in Q2 2026, an estimated $41.6K.
- Merck made up 0.34% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #63 holding.
- Gladstone Institutional Advisory first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
- 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.