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Morton Capital Management’s Gabelli Equity Trust GAB Stock Holding History

Morton Capital Management’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.6K Buy
12,118
+6
+0% +$34 0.01% 159
2026
Q1 		$67.8K Buy
+12,112
New +$72.7K 0.01% 137

Other funds holding GAB

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Morton Capital Management's GAB Position: Q2 2026 in Review

Morton Capital Management increased its Gabelli Equity Trust (GAB) stake by 0.05% in Q2 2026, buying an estimated $34 and bringing the position to 12,118 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #159.

Morton Capital Management first reported a position in GAB in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Morton Capital Management held 12,118 shares of Gabelli Equity Trust worth $68.6K as of Q2 2026.
  • Morton Capital Management bought 6 Gabelli Equity Trust shares in Q2 2026, an estimated $34.
  • Gabelli Equity Trust made up 0.01% of Morton Capital Management's portfolio in Q2 2026, its #159 holding.
  • Morton Capital Management first reported a position in Gabelli Equity Trust in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.