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 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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Advisor Group's GAIN Position: Q2 2026 in Review

United Advisor Group reduced its Gladstone Investment Corp (GAIN) stake by 7% in Q2 2026, selling an estimated $85.1K and leaving 72,190 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #197.

United Advisor Group first reported a position in GAIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q2 2025. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

United Advisor Group held 72,190 shares of Gladstone Investment Corp worth $1.12M as of Q2 2026.
United Advisor Group sold 5,422 Gladstone Investment Corp shares in Q2 2026, an estimated $85.1K.
Gladstone Investment Corp made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #197 holding.
United Advisor Group first reported a position in Gladstone Investment Corp in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's Gladstone Investment Corp position peaked at $1.12M in Q2 2025.
93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.