Armstrong Advisory Group’s Hercules Capital HTGC Stock Holding History

Armstrong Advisory Group’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	$125K	Sell	7,916 -1,691	-18%	-$26.3K	0.01%	322
2026 Q1	$142K	Buy	9,607 +4,346	+83%	+$71K	0.01%	273
2025 Q4	$99K	Buy	5,261 +2,424	+85%	+$43.7K	0.01%	308
2025 Q3	$53.7K	Buy	2,837 +21	+0.7%	+$402	﹤0.01%	388
2025 Q2	$51.5K	Sell	2,816 -2,640	-48%	-$46.8K	﹤0.01%	383
2025 Q1	$110K	Hold	5,456	–	–	0.01%	264
2024 Q4	$110K	Buy	5,456 +76	+1%	+$1.48K	0.01%	264
2024 Q3	$106K	Buy	5,380 +3,580	+199%	+$70.5K	0.01%	267
2024 Q2	$36.8K	Hold	1,800	–	–	﹤0.01%	392
2024 Q1	$30K	Hold	1,800	–	–	﹤0.01%	406
2023 Q4	$30K	Hold	1,800	–	–	﹤0.01%	406
2023 Q3	$29.6K	Sell	1,800 -1,300	-42%	-$21.3K	﹤0.01%	415
2023 Q2	$45.9K	Buy	3,100 +107	+4%	+$1.47K	﹤0.01%	352
2023 Q1	$38.6K	Sell	2,993 -20,428	-87%	-$286K	﹤0.01%	366
2022 Q4	$310K	Buy	+23,421	New	+$318K	0.04%	124

Other funds holding HTGC

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Armstrong Advisory Group's HTGC Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Hercules Capital (HTGC) stake by 18% in Q2 2026, selling an estimated $26.3K and leaving 7,916 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #322.

Armstrong Advisory Group first reported a position in HTGC in Q4 2022 and has held it in 15 quarters since. The position peaked at $310K in Q4 2022. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

Armstrong Advisory Group held 7,916 shares of Hercules Capital worth $125K as of Q2 2026.
Armstrong Advisory Group sold 1,691 Hercules Capital shares in Q2 2026, an estimated $26.3K.
Hercules Capital made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #322 holding.
Armstrong Advisory Group first reported a position in Hercules Capital in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Hercules Capital position peaked at $310K in Q4 2022.
331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.