HBW
GLAD icon

Hazlett, Burt & Watson’s Gladstone Capital GLAD Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-155
Closed -$4K – 804
2024
Q4 		$4K Hold
155
– – ﹤0.01% 637
2024
Q3 		$4K Hold
155
– – ﹤0.01% 621
2024
Q2 		$4K Hold
155
– – ﹤0.01% 603
2024
Q1 		$3K Hold
155
– – ﹤0.01% 622
2023
Q4 		$3K Hold
155
– – ﹤0.01% 590
2023
Q3 		$3K Buy
+155
New +$3.21K ﹤0.01% 608

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Hazlett, Burt & Watson's GLAD Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of Gladstone Capital (GLAD) in Q1 2025, closing a stake of 155 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in GLAD in Q3 2023 and held it in 6 quarters. The position peaked at $4K in Q4 2024. 73 funds tracked by Wall St. Rank hold GLAD as of Q1 2025.

  • Hazlett, Burt & Watson reported no remaining Gladstone Capital position as of Q1 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 155 Gladstone Capital shares in Q1 2025, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in Gladstone Capital in Q3 2023 and held it in 6 quarters.
  • Hazlett, Burt & Watson's Gladstone Capital position peaked at $4K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.