UBS AM
GLAD icon

UBS AM’s Gladstone Capital GLAD Stock Holding History

UBS AM’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
2026
Q2 		$2.64K Hold
136
– – ﹤0.01% 3500
2026
Q1 		$2.36K Buy
+136
New +$2.6K ﹤0.01% 3564
2013
Q4 		– Sell
-5,999
Closed -$105K – 2546
2013
Q3 		$105K Hold
5,999
– – ﹤0.01% 2451
2013
Q2 		$98K Buy
+5,999
New +$105K ﹤0.01% 2404

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

UBS AM's GLAD Position: Q2 2026 in Review

UBS AM held its Gladstone Capital (GLAD) position steady in Q2 2026 at 136 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

UBS AM first reported a position in GLAD in Q2 2013 and has held it in 4 quarters since. The position peaked at $105K in Q3 2013. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • UBS AM held 136 shares of Gladstone Capital worth $2.64K as of Q2 2026.
  • UBS AM left its Gladstone Capital share count unchanged in Q2 2026.
  • Gladstone Capital made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3500 holding.
  • UBS AM first reported a position in Gladstone Capital in Q2 2013 and has held it in 4 quarters since.
  • UBS AM's Gladstone Capital position peaked at $105K in Q3 2013.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.