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Creekmur Asset Management’s Gladstone Capital GLAD Stock Holding History

Creekmur Asset 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
2025
Q3 		$5.28K Buy
241
+5
+2% +$132 ﹤0.01% 566
2025
Q2 		$6.35K Buy
236
+5
+2% +$130 ﹤0.01% 554
2025
Q1 		$6.35K Buy
231
+2
+0.9% +$57 ﹤0.01% 533
2024
Q4 		$6.51K Buy
229
+8
+4% +$207 ﹤0.01% 469
2024
Q3 		$5.33K Sell
221
-163
-42% -$3.8K ﹤0.01% 525
2024
Q2 		$8.93K Sell
384
-1,666
-81% -$36.3K ﹤0.01% 514
2024
Q1 		$44K Sell
2,050
-1,068
-34% -$22.4K 0.02% 267
2023
Q4 		$66.7K Buy
+3,118
New +$62.3K 0.02% 263

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Creekmur Asset Management's GLAD Position: Q3 2025 in Review

Creekmur Asset Management increased its Gladstone Capital (GLAD) stake by 2.1% in Q3 2025, buying an estimated $132 and bringing the position to 241 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Creekmur Asset Management first reported a position in GLAD in Q4 2023 and has held it in 8 quarters since. The position peaked at $66.7K in Q4 2023. 87 funds tracked by Wall St. Rank hold GLAD as of Q3 2025.

  • Creekmur Asset Management held 241 shares of Gladstone Capital worth $5.28K as of Q3 2025.
  • Creekmur Asset Management bought 5 Gladstone Capital shares in Q3 2025, an estimated $132.
  • Gladstone Capital made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #566 holding.
  • Creekmur Asset Management first reported a position in Gladstone Capital in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Gladstone Capital position peaked at $66.7K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.