GIA
GD icon

Gladstone Institutional Advisory’s General Dynamics GD Stock Holding History

Gladstone Institutional Advisory’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
3,987
+150
+4% +$51.4K 0.04% 353
2026
Q1 		$1.32M Sell
3,837
-303
-7% -$107K 0.05% 322
2025
Q4 		$1.39M Sell
4,140
-566
-12% -$193K 0.05% 307
2025
Q3 		$1.6M Buy
4,706
+506
+12% +$159K 0.06% 283
2025
Q2 		$1.22M Buy
4,200
+53
+1% +$14.6K 0.05% 314
2025
Q1 		$1.13M Sell
4,147
-18
-0.4% -$4.68K 0.05% 313
2024
Q4 		$1.1M Buy
4,165
+118
+3% +$34K 0.05% 318
2024
Q3 		$1.22M Buy
4,047
+350
+9% +$103K 0.06% 294
2024
Q2 		$1.07M Sell
3,697
-145
-4% -$42.5K 0.06% 297
2024
Q1 		$1.09M Sell
3,842
-1,133
-23% -$303K 0.06% 284
2023
Q4 		$1.29M Buy
4,975
+178
+4% +$43.4K 0.07% 258
2023
Q3 		$1.06M Buy
4,797
+193
+4% +$42.7K 0.07% 257
2023
Q2 		$991K Sell
4,604
-511
-10% -$110K 0.06% 279
2023
Q1 		$1.17M Buy
5,115
+57
+1% +$13.2K 0.08% 256
2022
Q4 		$1.25M Sell
5,058
-23
-0.5% -$5.61K 0.09% 253
2022
Q3 		$1.08M Sell
5,081
-1,843
-27% -$416K 0.08% 257
2022
Q2 		$1.53M Sell
6,924
-2,698
-28% -$621K 0.12% 192
2022
Q1 		$2.32M Buy
9,622
+6,508
+209% +$1.45M 0.16% 168
2021
Q4 		$649K Buy
3,114
+12
+0.4% +$2.42K 0.05% 330
2021
Q3 		$608K Sell
3,102
-345
-10% -$67.5K 0.06% 288
2021
Q2 		$649K Buy
3,447
+2,105
+157% +$397K 0.08% 251
2021
Q1 		$244K Buy
+1,342
New +$219K 0.04% 355

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's GD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its General Dynamics (GD) stake by 3.9% in Q2 2026, buying an estimated $51.4K and bringing the position to 3,987 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #353.

Gladstone Institutional Advisory first reported a position in GD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.32M in Q1 2022. 2,217 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Gladstone Institutional Advisory held 3,987 shares of General Dynamics worth $1.41M as of Q2 2026.
  • Gladstone Institutional Advisory bought 150 General Dynamics shares in Q2 2026, an estimated $51.4K.
  • General Dynamics made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #353 holding.
  • Gladstone Institutional Advisory first reported a position in General Dynamics in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's General Dynamics position peaked at $2.32M in Q1 2022.
  • 2,217 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.