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IHT Wealth Management’s Hercules Capital HTGC Stock Holding History

IHT Wealth Management’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Buy
125,185
+24,290
+24% +$378K 0.04% 398
2026
Q1 		$1.49M Buy
100,895
+14,012
+16% +$229K 0.03% 454
2025
Q4 		$1.64M Buy
86,883
+2,806
+3% +$50.6K 0.04% 392
2025
Q3 		$1.59M Buy
84,077
+3,280
+4% +$62.9K 0.04% 392
2025
Q2 		$1.48M Buy
80,797
+11,128
+16% +$197K 0.04% 384
2025
Q1 		$1.34M Buy
69,669
+2,307
+3% +$46.6K 0.04% 390
2024
Q4 		$1.35M Buy
67,362
+5,487
+9% +$107K 0.04% 357
2024
Q3 		$1.22M Buy
61,875
+2,787
+5% +$54.9K 0.03% 451
2024
Q2 		$1.21M Buy
59,088
+6,758
+13% +$130K 0.05% 375
2024
Q1 		$966K Buy
52,330
+6,446
+14% +$114K 0.04% 436
2023
Q4 		$765K Buy
45,884
+1,112
+2% +$17.6K 0.03% 467
2023
Q3 		$735K Buy
44,772
+19,690
+79% +$322K 0.04% 431
2023
Q2 		$371K Buy
25,082
+3,233
+15% +$44.3K 0.02% 642
2023
Q1 		$282K Buy
21,849
+1,786
+9% +$25K 0.02% 723
2022
Q4 		$265K Buy
20,063
+1,264
+7% +$17.2K 0.02% 701
2022
Q3 		$218K Buy
18,799
+1,539
+9% +$22K 0.02% 751
2022
Q2 		$233K Buy
17,260
+5,224
+43% +$81.6K 0.02% 613
2022
Q1 		$217K Buy
12,036
+1,928
+19% +$33.9K 0.02% 682
2021
Q4 		$168K Buy
+10,108
New +$171K 0.01% 761

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

IHT Wealth Management's HTGC Position: Q2 2026 in Review

IHT Wealth Management increased its Hercules Capital (HTGC) stake by 24% in Q2 2026, buying an estimated $378K and bringing the position to 125,185 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #398.

IHT Wealth Management first reported a position in HTGC in Q4 2021 and has held it in 19 quarters since. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • IHT Wealth Management held 125,185 shares of Hercules Capital worth $1.97M as of Q2 2026.
  • IHT Wealth Management bought 24,290 Hercules Capital shares in Q2 2026, an estimated $378K.
  • Hercules Capital made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #398 holding.
  • IHT Wealth Management first reported a position in Hercules Capital in Q4 2021 and has held it in 19 quarters since.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.