AWM
HTGC icon

Abound Wealth Management’s Hercules Capital HTGC Stock Holding History

Abound Wealth Management’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.5K Buy
+1,300
New +$20.2K ﹤0.01% 364
2024
Q1 		– Sell
-90
Closed -$1.5K – 1343
2023
Q4 		$1.5K Buy
+90
New +$1.42K ﹤0.01% 695

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Abound Wealth Management's HTGC Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Hercules Capital (HTGC) in Q2 2026: 1,300 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in HTGC as recently as Q4 2023.

Abound Wealth Management first reported a position in HTGC in Q4 2023 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Abound Wealth Management held 1,300 shares of Hercules Capital worth $20.5K as of Q2 2026.
  • Hercules Capital was a new Abound Wealth Management position in Q2 2026.
  • Hercules Capital made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Abound Wealth Management first reported a position in Hercules Capital in Q4 2023 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.