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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
3,723
Value
$478.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,723$478.4K<0.1%−48−1.3%ReducedHolders
Q1 20263,771$453.6K<0.1%−18−0.5%ReducedHolders
Q4 20253,789$398.9K<0.1%−371−8.9%ReducedHolders
Q3 20254,160$349.1K<0.1%−474−10.2%ReducedHolders
Q2 20254,634$366.8K<0.1%+403+9.5%AddedHolders
Q1 20254,231$379.8K<0.1%+100+2.4%AddedHolders
Q4 20244,131$410.9K<0.1%−289−6.5%ReducedHolders
Q3 20244,420$502.0K<0.1%−1,191−21.2%ReducedHolders
Q2 20245,611$694.6K<0.1%+1,634+41.1%AddedHolders
Q1 20243,977$524.8K<0.1%−3,539−47.1%ReducedHolders
Q4 20237,516$819.4K<0.1%−85−1.1%ReducedHolders
Q3 20237,601$782.5K<0.1%−1,023−11.9%ReducedHolders
Q2 20238,624$995.1K<0.1%+303+3.6%AddedHolders
Q1 20238,321$885.3K<0.1%−241−2.8%ReducedHolders
Q4 20228,562$950.0K<0.1%−1,540−15.2%ReducedHolders
Q3 202210,102$870.0K<0.1%+177+1.8%AddedHolders
Q2 20229,925$905.0K<0.1%+123+1.3%AddedHolders
Q1 20229,802$804.0K<0.1%−27,315−73.6%ReducedHolders
Q4 202137,117$2.85M0.1%−122,083−76.7%ReducedHolders
Q3 2021159,200$12.0M0.3%+7,624+5.0%AddedHolders
Q2 2021151,576$11.8M0.3%+8,762+6.1%AddedHolders
Q1 2021142,814$11.0M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.