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Advisory Services Network’s Gladstone Capital GLAD Stock Holding History

Advisory Services Network’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,769
Closed -$30.7K – 3170
2026
Q1 		$30.7K Buy
+1,769
New +$33.8K ﹤0.01% 2937
2025
Q4 		– Sell
-3,370
Closed -$73.7K – 2798
2025
Q3 		$73.7K Buy
+3,370
New +$88.6K ﹤0.01% 2235
2024
Q1 		– Sell
-2,848
Closed -$60.9K – 2322
2023
Q4 		$60.9K Sell
2,848
-2,505
-47% -$50K ﹤0.01% 1902
2023
Q3 		$103K Sell
5,353
-262
-5% -$5.42K ﹤0.01% 1402
2023
Q2 		$110K Buy
5,615
+1,719
+44% +$32.6K ﹤0.01% 1368
2023
Q1 		$73.2K Buy
3,896
+79
+2% +$1.57K ﹤0.01% 1817
2022
Q4 		$73.4K Buy
+3,817
New +$73.3K ﹤0.01% 1770
2021
Q3 		– Sell
-3,767
Closed -$86K – 2133
2021
Q2 		$86K Buy
+3,767
New +$83.2K ﹤0.01% 1694
2021
Q1 		– Sell
-3,482
Closed -$62K – 1947
2020
Q4 		$62K Buy
3,482
+74
+2% +$1.2K ﹤0.01% 1560
2020
Q3 		$51K Buy
+3,408
New +$50.5K ﹤0.01% 1578
2020
Q2 		– Sell
-3,250
Closed -$37K – 1701
2020
Q1 		$37K Buy
3,250
+70
+2% +$1.26K ﹤0.01% 1530
2019
Q4 		$63K Buy
3,180
+3,053
+2,404% +$61.4K ﹤0.01% 1387
2019
Q3 		$2K Hold
127
– – ﹤0.01% 2626
2019
Q2 		$2K Buy
127
+2
+2% +$37 ﹤0.01% 2624
2019
Q1 		$2K Buy
+125
New +$2.2K ﹤0.01% 2318
2015
Q4 		– Sell
-8,469
Closed -$138K – 1554
2015
Q3 		$138K Buy
+8,469
New +$142K 0.04% 344

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Advisory Services Network's GLAD Position: Q2 2026 in Review

Advisory Services Network sold out of Gladstone Capital (GLAD) in Q2 2026, closing a stake of 1,769 shares — an estimated $30.7K sold.

Advisory Services Network first reported a position in GLAD in Q3 2015 and held it in 16 quarters. The position peaked at $138K in Q3 2015. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Advisory Services Network reported no remaining Gladstone Capital position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 1,769 Gladstone Capital shares in Q2 2026, an estimated $30.7K.
  • Advisory Services Network first reported a position in Gladstone Capital in Q3 2015 and held it in 16 quarters.
  • Advisory Services Network's Gladstone Capital position peaked at $138K in Q3 2015.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.