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Cassaday & Co Wealth Management’s Gladstone Capital GLAD Stock Holding History

Cassaday & Co Wealth Management’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 		$340K Buy
+17,507
New +$332K 0.01% 282

Other funds holding GLAD

VanEck Associates
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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

Cassaday & Co Wealth Management's GLAD Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Gladstone Capital (GLAD) in Q2 2026: 17,507 shares worth $340K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Cassaday & Co Wealth Management held 17,507 shares of Gladstone Capital worth $340K as of Q2 2026.
  • Gladstone Capital was a new Cassaday & Co Wealth Management position in Q2 2026.
  • Gladstone Capital made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #282 holding.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.