UAG
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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
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

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Advisor Group's GAIN Position: Q1 2026 in Review

United Advisor Group increased its Gladstone Investment Corp (GAIN) stake by 9.7% in Q1 2026, buying an estimated $95.6K and bringing the position to 77,612 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #175.

United Advisor Group first reported a position in GAIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2025. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • United Advisor Group held 77,612 shares of Gladstone Investment Corp worth $1.1M as of Q1 2026.
  • United Advisor Group bought 6,860 Gladstone Investment Corp shares in Q1 2026, an estimated $95.6K.
  • Gladstone Investment Corp made up 0.14% of United Advisor Group's portfolio in Q1 2026, its #175 holding.
  • United Advisor Group first reported a position in Gladstone Investment Corp in Q4 2023 and has held it in 10 quarters since.
  • United Advisor Group's Gladstone Investment Corp position peaked at $1.12M in Q2 2025.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.