Stolper & Co’s Gabelli Dividend & Income Trust GDV Stock Holding History

Stolper & Co’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	43,288 +9,437	+28%	+$273K	0.33%	60
2026 Q1	$524K	Sell	33,851 -7,846	-19%	-$221K	0.15%	80
2025 Q4	$1.16M	Buy	41,697 +259	+0.6%	+$7.02K	0.34%	61
2025 Q3	$1.12M	Sell	41,438 -123	-0.3%	-$3.28K	0.34%	61
2025 Q2	$1.08M	Buy	41,561 +688	+2%	+$16.6K	0.36%	61
2025 Q1	$986K	Buy	40,873 +326	+0.8%	+$8.01K	0.32%	61
2024 Q4	$979K	Sell	40,547 -615	-1%	-$15.2K	0.33%	60
2024 Q3	$1.01M	Sell	41,162 -28	-0.1%	-$657	0.33%	61
2024 Q2	$935K	Sell	41,190 -64	-0.2%	-$1.44K	0.33%	61
2024 Q1	$948K	Buy	41,254 +2,491	+6%	+$54.7K	0.34%	61
2023 Q4	$839K	Buy	38,763 +276	+0.7%	+$5.48K	0.34%	60
2023 Q3	$748K	Sell	38,487 -460	-1%	-$9.62K	0.32%	61
2023 Q2	$823K	Sell	38,947 -947	-2%	-$19.5K	0.35%	61
2023 Q1	$829K	Sell	39,894 -1,713	-4%	-$36.3K	0.36%	61
2022 Q4	$858K	Sell	41,607 -1,084	-3%	-$22.2K	0.38%	60
2022 Q3	$799K	Buy	42,691 +1,117	+3%	+$23.8K	0.39%	62
2022 Q2	$850K	Buy	41,574 +318	+0.8%	+$7.06K	0.4%	61
2022 Q1	$1.02M	Buy	41,256 +5,389	+15%	+$134K	0.43%	60
2021 Q4	$968K	Buy	35,867 +3,075	+9%	+$81.9K	0.43%	57
2021 Q3	$846K	Buy	32,792 +18,226	+125%	+$483K	0.4%	60
2021 Q2	$383K	Sell	14,566 -136	-0.9%	-$3.49K	0.18%	81
2021 Q1	$352K	Hold	14,702	–	–	0.18%	81
2020 Q4	$316K	Buy	14,702 +362	+3%	+$7.25K	0.18%	84
2020 Q3	$263K	Sell	14,340 -288	-2%	-$5.36K	0.17%	80
2020 Q2	$257K	Hold	14,628	–	–	0.17%	79
2020 Q1	$217K	Buy	+14,628	New	+$285K	0.16%	82

Other funds holding GDV

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Stolper & Co's GDV Position: Q2 2026 in Review

Stolper & Co increased its Gabelli Dividend & Income Trust (GDV) stake by 28% in Q2 2026, buying an estimated $273K and bringing the position to 43,288 shares worth $1.27M. The position accounts for 0.33% of the portfolio, ranked #60.

Stolper & Co first reported a position in GDV in Q1 2020 and has held it in 26 quarters since. 33 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Stolper & Co held 43,288 shares of Gabelli Dividend & Income Trust worth $1.27M as of Q2 2026.
Stolper & Co bought 9,437 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $273K.
Gabelli Dividend & Income Trust made up 0.33% of Stolper & Co's portfolio in Q2 2026, its #60 holding.
Stolper & Co first reported a position in Gabelli Dividend & Income Trust in Q1 2020 and has held it in 26 quarters since.
33 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.