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Gladstone Institutional Advisory’s Merck MRK Stock Holding History

Gladstone Institutional Advisory’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gladstone Institutional Advisory's MRK Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Merck (MRK) stake by 2.1% in Q1 2026, buying an estimated $197K and bringing the position to 84,536 shares worth $10.2M. The position accounts for 0.38% of the portfolio, ranked #55.

Gladstone Institutional Advisory first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Gladstone Institutional Advisory held 84,536 shares of Merck worth $10.2M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,710 Merck shares in Q1 2026, an estimated $197K.
  • Merck made up 0.38% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #55 holding.
  • Gladstone Institutional Advisory first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Merck position peaked at $10.8M in Q4 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.