Carson Wealth (CWM LLC)
GLAD icon

Carson Wealth (CWM LLC)’s Gladstone Capital GLAD Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.7K Sell
444
-1,535
-78% -$29.3K ﹤0.01% 4878
2025
Q4 		$41K Sell
1,979
-267
-12% -$5.4K ﹤0.01% 3740
2025
Q3 		$49K Buy
2,246
+1,059
+89% +$27.9K ﹤0.01% 3546
2025
Q2 		$32K Buy
+1,187
New +$30.7K ﹤0.01% 3612
2023
Q4 		– Sell
-2
Closed – – 4275
2023
Q3 		$0 Buy
+2
New +$41 ﹤0.01% 4302
2022
Q2 		– Sell
-1,608
Closed -$38K – 3906
2022
Q1 		$38K Sell
1,608
-1,280
-44% -$28.7K ﹤0.01% 1727
2021
Q4 		$67K Buy
+2,888
New +$66.8K ﹤0.01% 1460

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $240B AUM 35.51% 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 $1.87B AUM 37.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GLAD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Gladstone Capital (GLAD) stake by 78% in Q1 2026, selling an estimated $29.3K and leaving 444 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4878.

Carson Wealth (CWM LLC) first reported a position in GLAD in Q4 2021 and has held it in 7 quarters since. The position peaked at $67K in Q4 2021. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 444 shares of Gladstone Capital worth $7.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,535 Gladstone Capital shares in Q1 2026, an estimated $29.3K.
  • Gladstone Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4878 holding.
  • Carson Wealth (CWM LLC) first reported a position in Gladstone Capital in Q4 2021 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Gladstone Capital position peaked at $67K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.