GIA
SDOT icon

Gladstone Institutional Advisory’s Sadot Group SDOT Stock Holding History

Gladstone Institutional Advisory’s Portfolio SDOT Stock Details SDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-69
Closed -$18.3K – 817
2025
Q2 		$18.3K Hold
69
– – ﹤0.01% 753
2025
Q1 		$37.1K Hold
69
– – ﹤0.01% 711
2024
Q4 		$52.5K Sell
69
-3
-4% -$2.1K ﹤0.01% 693
2024
Q3 		$61.3K Hold
72
– – ﹤0.01% 673
2024
Q2 		$55.2K Hold
72
– – ﹤0.01% 649
2024
Q1 		$43.2K Sell
72
-1
-1% -$714 ﹤0.01% 631
2023
Q4 		$58.1K Hold
73
– – ﹤0.01% 653
2023
Q3 		$101K Hold
73
– – 0.01% 599
2023
Q2 		$173K Hold
73
– – 0.01% 600
2023
Q1 		$155K Buy
73
+28
+62% +$62.4K 0.01% 621
2022
Q4 		$81.9K Buy
+45
New +$47K 0.01% 622
2021
Q3 		– Sell
-15
Closed -$42K – 592
2021
Q2 		$42K Buy
+15
New +$45.4K 0.01% 512
2020
Q4 		– Sell
-6
Closed -$16K – 320
2020
Q3 		$16K Sell
6
-14
-70% -$64.1K ﹤0.01% 268
2020
Q2 		$111K Buy
20
+2
+11% +$8.1K 0.03% 229
2020
Q1 		$59K Buy
+18
New +$110K 0.02% 259

Other funds holding SDOT

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gladstone Institutional Advisory's SDOT Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Sadot Group (SDOT) in Q3 2025, closing a stake of 69 shares — an estimated $18.3K sold.

Gladstone Institutional Advisory first reported a position in SDOT in Q1 2020 and held it in 15 quarters. The position peaked at $173K in Q2 2023. 5 funds tracked by Wall St. Rank hold SDOT as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Sadot Group position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 69 Sadot Group shares in Q3 2025, an estimated $18.3K.
  • Gladstone Institutional Advisory first reported a position in Sadot Group in Q1 2020 and held it in 15 quarters.
  • Gladstone Institutional Advisory's Sadot Group position peaked at $173K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Sadot Group as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.