Northwestern Mutual Wealth Management’s Gladstone Capital GLAD Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-250	Closed	-$6.01K	–	3718
2024 Q3	$6.01K	Buy	250 +247	+8,233%	+$5.75K	﹤0.01%	2846
2024 Q2	$70	Sell	3 -7,497	-100%	-$163K	﹤0.01%	3405
2024 Q1	$161K	Buy	+7,500	New	+$157K	﹤0.01%	1633
2022 Q3	–	Sell	-1,059	Closed	-$21K	–	3217
2022 Q2	$21K	Buy	+1,059	New	+$24K	﹤0.01%	2230
2020 Q2	–	Sell	-2,500	Closed	-$28K	–	2501
2020 Q1	$28K	Buy	+2,500	New	+$44.9K	﹤0.01%	1584
2019 Q3	–	Sell	-20	Closed	–	–	2549
2019 Q2	$0	Hold	20	–	–	﹤0.01%	2576
2019 Q1	$0	Buy	+20	New	+$352	﹤0.01%	2593
2016 Q2	–	Sell	-512	Closed	-$8K	–	2127
2016 Q1	$8K	Buy	+512	New	+$6.73K	﹤0.01%	1506

Other funds holding GLAD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's GLAD Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Gladstone Capital (GLAD) in Q4 2024, closing a stake of 250 shares — an estimated $6.01K sold.

Northwestern Mutual Wealth Management first reported a position in GLAD in Q1 2016 and held it in 8 quarters. The position peaked at $161K in Q1 2024. 78 funds tracked by Wall St. Rank hold GLAD as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining Gladstone Capital position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 250 Gladstone Capital shares in Q4 2024, an estimated $6.01K.
Northwestern Mutual Wealth Management first reported a position in Gladstone Capital in Q1 2016 and held it in 8 quarters.
Northwestern Mutual Wealth Management's Gladstone Capital position peaked at $161K in Q1 2024.
78 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.