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Legacy Capital Wealth Partners’s Hercules Capital HTGC Stock Holding History

Legacy Capital Wealth Partners’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 		$1.71M Buy
108,546
+10,213
+10% +$159K 0.33% 64
2026
Q1 		$1.45M Buy
98,333
+8,736
+10% +$143K 0.3% 65
2025
Q4 		$1.69M Buy
89,597
+7,935
+10% +$143K 0.36% 50
2025
Q3 		$1.54M Sell
81,662
-373
-0.5% -$7.15K 0.34% 52
2025
Q2 		$1.5M Sell
82,035
-2,567
-3% -$45.5K 0.34% 53
2025
Q1 		$1.63M Sell
84,602
-4,332
-5% -$87.5K 0.4% 40
2024
Q4 		$1.79M Sell
88,934
-4,277
-5% -$83.5K 0.44% 37
2024
Q3 		$1.83M Sell
93,211
-4,823
-5% -$95K 0.37% 47
2024
Q2 		$2M Buy
+98,034
New +$1.89M 0.51% 33
2024
Q1 		– Sell
-99,722
Closed -$1.66M – 215
2023
Q4 		$1.66M Buy
99,722
+7,203
+8% +$114K 0.47% 42
2023
Q3 		$1.52M Buy
+92,519
New +$1.51M 0.42% 46
2023
Q2 		– Sell
-85,457
Closed -$1.1M – 129
2023
Q1 		$1.1M Buy
85,457
+9,793
+13% +$137K 0.3% 69
2022
Q4 		$1M Buy
75,664
+10,954
+17% +$149K 0.48% 43
2022
Q3 		$749K Buy
64,710
+2,318
+4% +$33.1K 0.4% 46
2022
Q2 		$842K Buy
62,392
+1,326
+2% +$20.7K 0.42% 44
2022
Q1 		$1.1M Sell
61,066
-10,256
-14% -$180K 0.47% 41
2021
Q4 		$1.18M Buy
71,322
+3,039
+4% +$51.5K 0.49% 36
2021
Q3 		$2.38M Buy
+68,283
New +$1.16M 0.93% 33
2021
Q2 		– Sell
-74,657
Closed -$1.2M – 46
2021
Q1 		$1.2M Buy
74,657
+468
+0.6% +$7.26K 0.49% 30
2020
Q4 		$1.07M Buy
+74,189
New +$944K 0.46% 33

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 40.91% 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

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

Legacy Capital Wealth Partners increased its Hercules Capital (HTGC) stake by 10% in Q2 2026, buying an estimated $159K and bringing the position to 108,546 shares worth $1.71M. The position accounts for 0.33% of the portfolio, ranked #64.

Legacy Capital Wealth Partners first reported a position in HTGC in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.38M in Q3 2021. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Legacy Capital Wealth Partners held 108,546 shares of Hercules Capital worth $1.71M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 10,213 Hercules Capital shares in Q2 2026, an estimated $159K.
  • Hercules Capital made up 0.33% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Legacy Capital Wealth Partners first reported a position in Hercules Capital in Q4 2020 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's Hercules Capital position peaked at $2.38M in Q3 2021.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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