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Hennion & Walsh Asset Management’s Gladstone Capital GLAD Stock Holding History

Hennion & Walsh Asset Management’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
Q2 		$625K Sell
32,181
-1,020
-3% -$19.3K 0.02% 687
2026
Q1 		$576K Buy
33,201
+6,507
+24% +$124K 0.02% 677
2025
Q4 		$551K Buy
+26,694
New +$540K 0.02% 690

Other funds holding GLAD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Hennion & Walsh Asset Management's GLAD Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Gladstone Capital (GLAD) stake by 3.1% in Q2 2026, selling an estimated $19.3K and leaving 32,181 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #687.

Hennion & Walsh Asset Management first reported a position in GLAD in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Hennion & Walsh Asset Management held 32,181 shares of Gladstone Capital worth $625K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 1,020 Gladstone Capital shares in Q2 2026, an estimated $19.3K.
  • Gladstone Capital made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #687 holding.
  • Hennion & Walsh Asset Management first reported a position in Gladstone Capital in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.