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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
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

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's GAIN Position: Q1 2026 in Review

NewEdge Advisors reduced its Gladstone Investment Corp (GAIN) stake by 2.4% in Q1 2026, selling an estimated $6.74K and leaving 19,976 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

NewEdge Advisors first reported a position in GAIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $286K in Q4 2025. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • NewEdge Advisors held 19,976 shares of Gladstone Investment Corp worth $284K as of Q1 2026.
  • NewEdge Advisors sold 484 Gladstone Investment Corp shares in Q1 2026, an estimated $6.74K.
  • Gladstone Investment Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2380 holding.
  • NewEdge Advisors first reported a position in Gladstone Investment Corp in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Advisors's Gladstone Investment Corp position peaked at $286K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.