Gladstone Institutional Advisory’s Bed Bath & Beyond BBBY Stock Holding History

Gladstone Institutional Advisory’s Portfolio BBBY Stock Details BBBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$316K	Sell	68,105 -2,303	-3%	-$12.9K	0.01%	651
2025 Q4	$384K	Sell	70,408 -997	-1%	-$7.24K	0.01%	564
2025 Q3	$636K	Buy	71,405 +4,592	+7%	+$38K	0.02%	457
2025 Q2	$418K	Sell	66,813 -28,242	-30%	-$137K	0.02%	541
2025 Q1	$501K	Sell	95,055 -7,810	-8%	-$47.4K	0.02%	465
2024 Q4	$461K	Buy	102,865 +23,210	+29%	+$148K	0.02%	490
2024 Q3	$730K	Buy	79,655 +21,285	+36%	+$219K	0.04%	365
2024 Q2	$694K	Buy	58,370 +8,409	+17%	+$149K	0.04%	364
2024 Q1	$1.63M	Buy	+49,961	New	+$1.28M	0.09%	240

Other funds holding BBBY

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return