Position in MRK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,908,493
+$739,658 QoQ
Shares Held
84,891
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#719
of 3,769 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $67,973,516 across 11 Drug Manufacturers - General names. MRK ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
19,736 | $23,671,952 | |
| 2 | JNJ |
Johnson & Johnson
|
52,767 | $13,401,234 | |
| 3 | MRK |
Merck & Co., Inc.
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|
84,891 | $10,908,493 | |
| 4 | ABBV |
AbbVie Inc.
|
33,122 | $8,334,820 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
67,905 | $3,912,686 | |
| 6 | AMGN |
Amgen Inc
|
6,692 | $2,423,307 | |
| 7 | PFE |
Pfizer Inc
|
78,104 | $1,880,744 | |
| 8 | NVS |
Novartis AG
|
8,936 | $1,400,449 |
All Filings in MRK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,908,493 | 84,891 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,168,835 | 84,536 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,718,264 | 82,826 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,083,692 | 84,400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,694,719 | 84,572 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,635,075 | 85,061 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,838,825 | 78,798 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,181,439 | 80,851 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,168,380 | 74,058 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,913,667 | 75,132 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,317,870 | 94,642 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,820,390 | 75,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,201,921 | 71,080 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,210,835 | 58,378 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,770,693 | 97,077 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,696,381 | 54,533 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $4,708,748 | 51,648 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $4,308,609 | 52,512 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $3,831,156 | 49,989 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $2,978,937 | 39,661 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $2,801,430 | 36,022 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $2,296,435 | 29,789 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,062,090 | 12,984 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $1,420,602 | 17,126 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $1,014,106 | 13,114 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,172,256 | 15,236 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||