Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MRK holding history

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

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 84,891
Value: $10.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MRK by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	84,891	$10.9M	0.3%	+355+0.4%	Added	Holders
Q1 2026	84,536	$10.2M	0.4%	+1,710+2.1%	Added	Holders
Q4 2025	82,826	$8.72M	0.3%	−1,574−1.9%	Reduced	Holders
Q3 2025	84,400	$7.08M	0.3%	−172−0.2%	Reduced	Holders
Q2 2025	84,572	$6.69M	0.3%	−489−0.6%	Reduced	Holders
Q1 2025	85,061	$7.64M	0.4%	+6,263+7.9%	Added	Holders
Q4 2024	78,798	$7.84M	0.4%	−2,053−2.5%	Reduced	Holders
Q3 2024	80,851	$9.18M	0.4%	+6,793+9.2%	Added	Holders
Q2 2024	74,058	$9.17M	0.5%	−1,074−1.4%	Reduced	Holders
Q1 2024	75,132	$9.91M	0.5%	−19,510−20.6%	Reduced	Holders
Q4 2023	94,642	$10.3M	0.6%	+18,679+24.6%	Added	Holders
Q3 2023	75,963	$7.82M	0.5%	+4,883+6.9%	Added	Holders
Q2 2023	71,080	$8.20M	0.5%	+12,702+21.8%	Added	Holders
Q1 2023	58,378	$6.21M	0.4%	−38,699−39.9%	Reduced	Holders
Q4 2022	97,077	$10.8M	0.8%	+42,544+78.0%	Added	Holders
Q3 2022	54,533	$4.70M	0.4%	+2,885+5.6%	Added	Holders
Q2 2022	51,648	$4.71M	0.4%	−864−1.6%	Reduced	Holders
Q1 2022	52,512	$4.31M	0.3%	+2,523+5.0%	Added	Holders
Q4 2021	49,989	$3.83M	0.3%	+10,328+26.0%	Added	Holders
Q3 2021	39,661	$2.98M	0.3%	+3,639+10.1%	Added	Holders
Q2 2021	36,022	$2.80M	0.3%	+6,233+20.9%	Added	Holders
Q1 2021	29,789	$2.30M	0.4%	–	–	Holders

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