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Hardy Reed’s Gladstone Investment Corp GAIN Stock Holding History

Hardy Reed’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Buy
11,472
+172
+2% +$2.7K 0.01% 251
2026
Q1 		$160K Buy
11,300
+192
+2% +$2.67K 0.01% 239
2025
Q4 		$155K Buy
11,108
+190
+2% +$2.63K 0.01% 237
2025
Q3 		$151K Buy
10,918
+185
+2% +$2.61K 0.01% 238
2025
Q2 		$153K Buy
10,733
+566
+6% +$7.9K 0.01% 246
2025
Q1 		$136K Buy
+10,167
New +$136K 0.01% 235

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hardy Reed's GAIN Position: Q2 2026 in Review

Hardy Reed increased its Gladstone Investment Corp (GAIN) stake by 1.5% in Q2 2026, buying an estimated $2.7K and bringing the position to 11,472 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #251.

Hardy Reed first reported a position in GAIN in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Hardy Reed held 11,472 shares of Gladstone Investment Corp worth $177K as of Q2 2026.
  • Hardy Reed bought 172 Gladstone Investment Corp shares in Q2 2026, an estimated $2.7K.
  • Gladstone Investment Corp made up 0.01% of Hardy Reed's portfolio in Q2 2026, its #251 holding.
  • Hardy Reed first reported a position in Gladstone Investment Corp in Q1 2025 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.