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Harbor Asset Planning’s Gladstone Capital GLAD Stock Holding History

Harbor Asset Planning’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
Q1 		– Sell
-386
Closed -$7.97K – 431
2025
Q4 		$7.97K Hold
386
– – 0.01% 354
2025
Q3 		$8.44K Hold
386
– – 0.01% 332
2025
Q2 		$10.4K Buy
+386
New +$10K 0.01% 314

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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Harbor Asset Planning's GLAD Position: Q1 2026 in Review

Harbor Asset Planning sold out of Gladstone Capital (GLAD) in Q1 2026, closing a stake of 386 shares — an estimated $7.97K sold.

Harbor Asset Planning first reported a position in GLAD in Q2 2025 and held it in 3 quarters. The position peaked at $10.4K in Q2 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Harbor Asset Planning reported no remaining Gladstone Capital position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 386 Gladstone Capital shares in Q1 2026, an estimated $7.97K.
  • Harbor Asset Planning first reported a position in Gladstone Capital in Q2 2025 and held it in 3 quarters.
  • Harbor Asset Planning's Gladstone Capital position peaked at $10.4K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.