Focus Partners Wealth
GLAD icon

Focus Partners Wealth’s Gladstone Capital GLAD Stock Holding History

Focus Partners Wealth’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
Q2 		– Sell
-8,016
Closed -$220K – 2084
2025
Q1 		$220K Buy
+8,016
New +$229K ﹤0.01% 1713

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BlackRock
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DADC
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Two Sigma Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's GLAD Position: Q2 2025 in Review

Focus Partners Wealth sold out of Gladstone Capital (GLAD) in Q2 2025, closing a stake of 8,016 shares — an estimated $220K sold.

Focus Partners Wealth first reported a position in GLAD in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 79 funds tracked by Wall St. Rank hold GLAD as of Q2 2025.

  • Focus Partners Wealth reported no remaining Gladstone Capital position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 8,016 Gladstone Capital shares in Q2 2025, an estimated $220K.
  • Focus Partners Wealth first reported a position in Gladstone Capital in Q1 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Gladstone Capital position peaked at $220K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.