AWM
HTGC icon

Accel Wealth Management’s Hercules Capital HTGC Stock Holding History

Accel 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 		$686K Buy
43,516
+3,775
+9% +$58.7K 0.15% 129
2026
Q1 		$587K Buy
39,741
+688
+2% +$11.2K 0.15% 139
2025
Q4 		$735K Buy
39,053
+6,152
+19% +$111K 0.2% 113
2025
Q3 		$622K Buy
32,901
+10,945
+50% +$210K 0.18% 123
2025
Q2 		$401K Buy
21,956
+1,115
+5% +$19.8K 0.13% 162
2025
Q1 		$400K Buy
20,841
+3,838
+23% +$77.5K 0.14% 143
2024
Q4 		$342K Buy
17,003
+1,154
+7% +$22.5K 0.13% 168
2024
Q3 		$311K Buy
15,849
+271
+2% +$5.34K 0.12% 182
2024
Q2 		$319K Buy
15,578
+1,066
+7% +$20.5K 0.13% 167
2024
Q1 		$268K Buy
+14,512
New +$258K 0.11% 167

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 40.91% 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

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

Accel Wealth Management increased its Hercules Capital (HTGC) stake by 9.5% in Q2 2026, buying an estimated $58.7K and bringing the position to 43,516 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #129.

Accel Wealth Management first reported a position in HTGC in Q1 2024 and has held it in 10 quarters since. The position peaked at $735K in Q4 2025. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Accel Wealth Management held 43,516 shares of Hercules Capital worth $686K as of Q2 2026.
  • Accel Wealth Management bought 3,775 Hercules Capital shares in Q2 2026, an estimated $58.7K.
  • Hercules Capital made up 0.15% of Accel Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Accel Wealth Management first reported a position in Hercules Capital in Q1 2024 and has held it in 10 quarters since.
  • Accel Wealth Management's Hercules Capital position peaked at $735K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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