Cambridge Investment Research Advisors
GLAD icon

Cambridge Investment Research Advisors’s Gladstone Capital GLAD Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-10,212
Closed -$211K – 3993
2025
Q4 		$211K Buy
10,212
+485
+5% +$9.81K ﹤0.01% 3528
2025
Q3 		$213K Buy
9,727
+1,851
+24% +$48.7K ﹤0.01% 3434
2025
Q2 		$212K Sell
7,876
-6,159
-44% -$160K ﹤0.01% 3303
2025
Q1 		$385K Buy
14,035
+4,293
+44% +$122K ﹤0.01% 2665
2024
Q4 		$277K Buy
9,742
+85
+0.9% +$2.2K ﹤0.01% 2895
2024
Q3 		$232K Buy
9,657
+1,000
+12% +$23.3K ﹤0.01% 3024
2024
Q2 		$201K Buy
8,657
+499
+6% +$10.9K ﹤0.01% 3033
2024
Q1 		$175K Buy
8,158
+762
+10% +$16K ﹤0.01% 3057
2023
Q4 		$158K Sell
7,396
-2,449
-25% -$48.9K ﹤0.01% 2957
2023
Q3 		$190K Buy
9,845
+417
+4% +$8.62K ﹤0.01% 2830
2023
Q2 		$184K Buy
9,428
+4,004
+74% +$75.9K ﹤0.01% 2894
2023
Q1 		$102K Sell
5,424
-97
-2% -$1.93K ﹤0.01% 2964
2022
Q4 		$106K Sell
5,521
-1,147
-17% -$22K ﹤0.01% 2898
2022
Q3 		$113K Buy
6,668
+376
+6% +$7.66K ﹤0.01% 2827
2022
Q2 		$127K Sell
6,292
-1,998
-24% -$45.2K ﹤0.01% 2826
2022
Q1 		$195K Buy
8,290
+2,002
+32% +$44.9K ﹤0.01% 2885
2021
Q4 		$146K Buy
6,288
+3
+0% +$69 ﹤0.01% 2969
2021
Q3 		$142K Buy
6,285
+2
+0% +$46 ﹤0.01% 2894
2021
Q2 		$144K Sell
6,283
-958
-13% -$21.2K ﹤0.01% 2905
2021
Q1 		$144K Buy
7,241
+8
+0.1% +$154 ﹤0.01% 2706
2020
Q4 		$128K Buy
7,233
+1,008
+16% +$16.3K ﹤0.01% 2564
2020
Q3 		$92K Buy
6,225
+111
+2% +$1.65K ﹤0.01% 2400
2020
Q2 		$89K Sell
6,114
-490
-7% -$6.51K ﹤0.01% 2329
2020
Q1 		$74K Buy
+6,604
New +$119K ﹤0.01% 2145

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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Cambridge Investment Research Advisors's GLAD Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Gladstone Capital (GLAD) in Q1 2026, closing a stake of 10,212 shares — an estimated $211K sold.

Cambridge Investment Research Advisors first reported a position in GLAD in Q1 2020 and held it in 24 quarters. The position peaked at $385K in Q1 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Gladstone Capital position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,212 Gladstone Capital shares in Q1 2026, an estimated $211K.
  • Cambridge Investment Research Advisors first reported a position in Gladstone Capital in Q1 2020 and held it in 24 quarters.
  • Cambridge Investment Research Advisors's Gladstone Capital position peaked at $385K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.