Virtus Investment Advisers’s Gladstone Capital GLAD Stock Holding History

Virtus Investment Advisers’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Sell	19,977 -8,432	-30%	-$160K	0.09%	295
2026 Q1	$493K	Buy	28,409 +8	+0%	+$153	0.14%	219
2025 Q4	$587K	Buy	28,401 +10,703	+60%	+$217K	0.16%	223
2025 Q3	$387K	Sell	17,698 -4,435	-20%	-$117K	0.11%	230
2025 Q2	$597K	Sell	22,133 -3,137	-12%	-$81.3K	0.2%	176
2025 Q1	$694K	Buy	+25,270	New	+$720K	0.19%	190

Other funds holding GLAD

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

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

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Virtus Investment Advisers's GLAD Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Gladstone Capital (GLAD) stake by 30% in Q2 2026, selling an estimated $160K and leaving 19,977 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #295.

Virtus Investment Advisers first reported a position in GLAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $694K in Q1 2025. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

Virtus Investment Advisers held 19,977 shares of Gladstone Capital worth $388K as of Q2 2026.
Virtus Investment Advisers sold 8,432 Gladstone Capital shares in Q2 2026, an estimated $160K.
Gladstone Capital made up 0.09% of Virtus Investment Advisers's portfolio in Q2 2026, its #295 holding.
Virtus Investment Advisers first reported a position in Gladstone Capital in Q1 2025 and has held it in 6 quarters since.
Virtus Investment Advisers's Gladstone Capital position peaked at $694K in Q1 2025.
77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.