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United Capital Financial Advisors’s Gladstone Investment Corp GAIN Stock Holding History

United Capital Financial Advisors’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
2025
Q3 		– Sell
-13,500
Closed -$193K – 1217
2025
Q2 		$193K Buy
13,500
+1,500
+13% +$20.9K ﹤0.01% 1064
2025
Q1 		$160K Buy
+12,000
New +$161K ﹤0.01% 1029

Other funds holding GAIN

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MW
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VanEck Associates
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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 Capital Financial Advisors's GAIN Position: Q3 2025 in Review

United Capital Financial Advisors sold out of Gladstone Investment Corp (GAIN) in Q3 2025, closing a stake of 13,500 shares — an estimated $193K sold.

United Capital Financial Advisors first reported a position in GAIN in Q1 2025 and held it in 2 quarters. The position peaked at $193K in Q2 2025. 87 funds tracked by Wall St. Rank hold GAIN as of Q3 2025.

  • United Capital Financial Advisors reported no remaining Gladstone Investment Corp position as of Q3 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,500 Gladstone Investment Corp shares in Q3 2025, an estimated $193K.
  • United Capital Financial Advisors first reported a position in Gladstone Investment Corp in Q1 2025 and held it in 2 quarters.
  • United Capital Financial Advisors's Gladstone Investment Corp position peaked at $193K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.