NA
GAIN icon

NewEdge Advisors’s Gladstone Investment Corp GAIN Stock Holding History

NewEdge Advisors’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 		$317K Buy
20,476
+500
+3% +$7.85K ﹤0.01% 2451
2026
Q1 		$284K Sell
19,976
-484
-2% -$6.74K ﹤0.01% 2380
2025
Q4 		$286K Buy
20,460
+1,084
+6% +$15K ﹤0.01% 2345
2025
Q3 		$268K Sell
19,376
-250
-1% -$3.52K ﹤0.01% 2246
2025
Q2 		$280K Hold
19,626
– – ﹤0.01% 2059
2025
Q1 		$262K Buy
19,626
+1,150
+6% +$15.4K ﹤0.01% 1970
2024
Q4 		$245K Buy
18,476
+16,426
+801% +$224K ﹤0.01% 1983
2024
Q3 		$29.6K Hold
2,050
– – ﹤0.01% 2603
2024
Q2 		$28.7K Buy
2,050
+1,400
+215% +$19.7K ﹤0.01% 2516
2024
Q1 		$9.25K Buy
+650
New +$9.23K ﹤0.01% 2918

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 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
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

NewEdge Advisors's GAIN Position: Q2 2026 in Review

NewEdge Advisors increased its Gladstone Investment Corp (GAIN) stake by 2.5% in Q2 2026, buying an estimated $7.85K and bringing the position to 20,476 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

NewEdge Advisors first reported a position in GAIN in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • NewEdge Advisors held 20,476 shares of Gladstone Investment Corp worth $317K as of Q2 2026.
  • NewEdge Advisors bought 500 Gladstone Investment Corp shares in Q2 2026, an estimated $7.85K.
  • Gladstone Investment Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2451 holding.
  • NewEdge Advisors first reported a position in Gladstone Investment Corp in Q1 2024 and has held it in 10 quarters since.
  • 93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.