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Legacy Capital Wealth Partners’s Gladstone Capital GLAD Stock Holding History

Legacy Capital Wealth Partners’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 		$1.73M Buy
89,112
+21,005
+31% +$398K 0.33% 61
2026
Q1 		$1.18M Buy
68,107
+7,463
+12% +$143K 0.24% 91
2025
Q4 		$1.25M Buy
60,644
+8,237
+16% +$167K 0.27% 78
2025
Q3 		$1.15M Sell
52,407
-302
-0.6% -$7.94K 0.25% 78
2025
Q2 		$1.42M Sell
52,709
-2,046
-4% -$53K 0.32% 63
2025
Q1 		$1.5M Sell
54,755
-11,810
-18% -$337K 0.37% 46
2024
Q4 		$1.89M Sell
66,565
-3,969
-6% -$103K 0.47% 32
2024
Q3 		$1.7M Sell
70,534
-3,505
-5% -$81.6K 0.34% 56
2024
Q2 		$1.72M Buy
+74,039
New +$1.61M 0.44% 41
2024
Q1 		– Sell
-74,660
Closed -$1.6M – 199
2023
Q4 		$1.6M Buy
74,660
+11,078
+17% +$221K 0.45% 46
2023
Q3 		$1.23M Buy
+63,582
New +$1.31M 0.34% 62
2023
Q2 		– Sell
-57,878
Closed -$1.09M – 113
2023
Q1 		$1.09M Buy
57,878
+3,487
+6% +$69.3K 0.3% 70
2022
Q4 		$1.05M Buy
54,391
+7,321
+16% +$141K 0.5% 40
2022
Q3 		$799K Buy
+47,070
New +$959K 0.42% 43

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Capital Wealth Partners's GLAD Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Gladstone Capital (GLAD) stake by 31% in Q2 2026, buying an estimated $398K and bringing the position to 89,112 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #61.

Legacy Capital Wealth Partners first reported a position in GLAD in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2024. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Legacy Capital Wealth Partners held 89,112 shares of Gladstone Capital worth $1.73M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 21,005 Gladstone Capital shares in Q2 2026, an estimated $398K.
  • Gladstone Capital made up 0.33% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Legacy Capital Wealth Partners first reported a position in Gladstone Capital in Q3 2022 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Gladstone Capital position peaked at $1.89M in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.