United Advisor Group’s Gladstone Investment Corp GAIN Stock Holding History

United Advisor Group’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 Q3	$1.12M	Sell	71,697 -493	-0.7%	-$8K	0.11%	204
2026 Q2	$1.12M	Sell	72,190 -5,422	-7%	-$85.1K	0.12%	197
2026 Q1	$1.1M	Buy	77,612 +6,860	+10%	+$95.6K	0.14%	175
2025 Q4	$988K	Sell	70,752 -7,682	-10%	-$106K	0.12%	180
2025 Q3	$1.08M	Hold	78,434	–	–	0.15%	154
2025 Q2	$1.12M	Buy	78,434 +2,083	+3%	+$29.1K	0.19%	125
2025 Q1	$1.02M	Sell	76,351 -38	-0%	-$510	0.21%	113
2024 Q4	$1.01M	Buy	76,389 +6,310	+9%	+$86.2K	0.2%	120
2024 Q3	$1.01M	Buy	70,079 +1,281	+2%	+$17.3K	0.23%	103
2024 Q2	$962K	Buy	68,798 +9,352	+16%	+$131K	0.3%	83
2024 Q1	$846K	Buy	59,446 +24,019	+68%	+$341K	0.32%	85
2023 Q4	$502K	Buy	+35,427	New	+$489K	0.6%	34

Other funds holding GAIN

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Outfitter Financial Brunswick, Maine $137M AUM 28.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

United Advisor Group's GAIN Position: Q3 2026 in Review

United Advisor Group reduced its Gladstone Investment Corp (GAIN) stake by 0.68% in Q3 2026, selling an estimated $8K and leaving 71,697 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #204.

United Advisor Group first reported a position in GAIN in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2025. 32 funds tracked by Wall St. Rank hold GAIN as of Q3 2026.

United Advisor Group held 71,697 shares of Gladstone Investment Corp worth $1.12M as of Q3 2026.
United Advisor Group sold 493 Gladstone Investment Corp shares in Q3 2026, an estimated $8K.
Gladstone Investment Corp made up 0.11% of United Advisor Group's portfolio in Q3 2026, its #204 holding.
United Advisor Group first reported a position in Gladstone Investment Corp in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Gladstone Investment Corp position peaked at $1.12M in Q2 2025.
32 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.