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MAI Capital Management’s Gladstone Investment Corp GAIN Stock Holding History

MAI Capital Management’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,407
Closed -$20K – 3084
2026
Q1 		$20K Hold
1,407
– – ﹤0.01% 2790
2025
Q4 		$19.7K Buy
1,407
+550
+64% +$7.62K ﹤0.01% 2520
2025
Q3 		$11.8K Sell
857
-14
-2% -$197 ﹤0.01% 2671
2025
Q2 		$12.4K Buy
871
+314
+56% +$4.38K ﹤0.01% 2611
2025
Q1 		$7.44K Hold
557
– – ﹤0.01% 2601
2024
Q4 		$7.38K Buy
+557
New +$7.61K ﹤0.01% 2639

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MW
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UBS Group
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAI Capital Management's GAIN Position: Q2 2026 in Review

MAI Capital Management sold out of Gladstone Investment Corp (GAIN) in Q2 2026, closing a stake of 1,407 shares — an estimated $20K sold.

MAI Capital Management first reported a position in GAIN in Q4 2024 and held it in 6 quarters. The position peaked at $20K in Q1 2026. 94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • MAI Capital Management reported no remaining Gladstone Investment Corp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,407 Gladstone Investment Corp shares in Q2 2026, an estimated $20K.
  • MAI Capital Management first reported a position in Gladstone Investment Corp in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Gladstone Investment Corp position peaked at $20K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

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