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Denali Advisors’s Gladstone Capital GLAD Stock Holding History

Denali 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
Q2 		$390K Sell
20,095
-1,889
-9% -$35.8K 0.04% 271
2026
Q1 		$381K Sell
21,984
-1,414
-6% -$27K 0.04% 259
2025
Q4 		$483K Sell
23,398
-3,935
-14% -$79.6K 0.05% 248
2025
Q3 		$598K Sell
27,333
-4,968
-15% -$131K 0.07% 218
2025
Q2 		$871K Sell
32,301
-868
-3% -$22.5K 0.09% 187
2025
Q1 		$911K Sell
33,169
-1,461
-4% -$41.6K 0.1% 181
2024
Q4 		$985K Sell
34,630
-2,397
-6% -$62.1K 0.1% 177
2024
Q3 		$890K Buy
+37,027
New +$862K 0.1% 186

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
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

Denali Advisors's GLAD Position: Q2 2026 in Review

Denali Advisors reduced its Gladstone Capital (GLAD) stake by 8.6% in Q2 2026, selling an estimated $35.8K and leaving 20,095 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #271.

Denali Advisors first reported a position in GLAD in Q3 2024 and has held it in 8 quarters since. The position peaked at $985K in Q4 2024. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Denali Advisors held 20,095 shares of Gladstone Capital worth $390K as of Q2 2026.
  • Denali Advisors sold 1,889 Gladstone Capital shares in Q2 2026, an estimated $35.8K.
  • Gladstone Capital made up 0.04% of Denali Advisors's portfolio in Q2 2026, its #271 holding.
  • Denali Advisors first reported a position in Gladstone Capital in Q3 2024 and has held it in 8 quarters since.
  • Denali Advisors's Gladstone Capital position peaked at $985K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.