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Crowley Wealth Management’s Hercules Capital HTGC Stock Holding History

Crowley Wealth Management’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
2025
Q4 		– Sell
-900
Closed -$17K – 159
2025
Q3 		$17K Hold
900
– – 0.01% 233
2025
Q2 		$16.5K Hold
900
– – 0.02% 225
2025
Q1 		$17.3K Hold
900
– – 0.02% 217
2024
Q4 		$18.1K Buy
+900
New +$17.6K 0.02% 215

Other funds holding HTGC

UBP
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VanEck Associates
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Crowley Wealth Management's HTGC Position: Q4 2025 in Review

Crowley Wealth Management sold out of Hercules Capital (HTGC) in Q4 2025, closing a stake of 900 shares — an estimated $17K sold.

Crowley Wealth Management first reported a position in HTGC in Q4 2024 and held it in 4 quarters. The position peaked at $18.1K in Q4 2024. 354 funds tracked by Wall St. Rank hold HTGC as of Q4 2025.

  • Crowley Wealth Management reported no remaining Hercules Capital position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 900 Hercules Capital shares in Q4 2025, an estimated $17K.
  • Crowley Wealth Management first reported a position in Hercules Capital in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Hercules Capital position peaked at $18.1K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.