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United Capital Financial Advisors’s Hercules Capital HTGC Stock Holding History

United Capital Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,513
Closed -$214K – 1679
2026
Q1 		$214K Buy
14,513
+834
+6% +$13.6K ﹤0.01% 1527
2025
Q4 		$257K Sell
13,679
-200
-1% -$3.61K ﹤0.01% 1228
2025
Q3 		$262K Sell
13,879
-800
-5% -$15.3K ﹤0.01% 1066
2025
Q2 		$268K Buy
+14,679
New +$260K ﹤0.01% 961
2023
Q1 		– Sell
-10,384
Closed -$137K – 1010
2022
Q4 		$137K Buy
+10,384
New +$141K ﹤0.01% 1004
2022
Q1 		– Sell
-12,450
Closed -$207K – 1187
2021
Q4 		$207K Sell
12,450
-1,450
-10% -$24.6K ﹤0.01% 1145
2021
Q3 		$231K Buy
13,900
+3,150
+29% +$53.6K ﹤0.01% 1096
2021
Q2 		$183K Buy
+10,750
New +$184K ﹤0.01% 1182
2017
Q2 		– Sell
-10,390
Closed -$157K – 1290
2017
Q1 		$157K Buy
+10,390
New +$152K ﹤0.01% 1205
2016
Q4 		– Sell
-10,677
Closed -$145K – 1280
2016
Q3 		$145K Buy
+10,677
New +$142K ﹤0.01% 1214
2015
Q4 		– Sell
-94,284
Closed -$953K – 1250
2015
Q3 		$953K Buy
+94,284
New +$1.07M 0.01% 706

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

United Capital Financial Advisors's HTGC Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Hercules Capital (HTGC) in Q2 2026, closing a stake of 14,513 shares — an estimated $214K sold.

United Capital Financial Advisors first reported a position in HTGC in Q3 2015 and held it in 11 quarters. The position peaked at $953K in Q3 2015. 331 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Hercules Capital position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,513 Hercules Capital shares in Q2 2026, an estimated $214K.
  • United Capital Financial Advisors first reported a position in Hercules Capital in Q3 2015 and held it in 11 quarters.
  • United Capital Financial Advisors's Hercules Capital position peaked at $953K in Q3 2015.
  • 331 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.