HCR Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

HCR Wealth Advisors’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Hold	75,353	–	–	0.04%	174
2026 Q1	$422K	Hold	75,353	–	–	0.04%	167
2025 Q4	$465K	Hold	75,353	–	–	0.05%	157
2025 Q3	$463K	Hold	75,353	–	–	0.05%	150
2025 Q2	$439K	Hold	75,353	–	–	0.05%	154
2025 Q1	$415K	Hold	75,353	–	–	0.05%	158
2024 Q4	$405K	Hold	75,353	–	–	0.05%	157
2024 Q3	$414K	Hold	75,353	–	–	0.05%	156
2024 Q2	$392K	Hold	75,353	–	–	0.06%	149
2024 Q1	$416K	Hold	75,353	–	–	0.06%	142
2023 Q4	$383K	Buy	+75,353	New	+$377K	0.06%	136

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

HCR Wealth Advisors's GAB Position: Q2 2026 in Review

HCR Wealth Advisors held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 75,353 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #174.

HCR Wealth Advisors first reported a position in GAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $465K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

HCR Wealth Advisors held 75,353 shares of Gabelli Equity Trust worth $426K as of Q2 2026.
HCR Wealth Advisors left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #174 holding.
HCR Wealth Advisors first reported a position in Gabelli Equity Trust in Q4 2023 and has held it in 11 quarters since.
HCR Wealth Advisors's Gabelli Equity Trust position peaked at $465K in Q4 2025.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.