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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
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Virtus Investment Advisers's GLAD Position: Q1 2026 in Review

Virtus Investment Advisers increased its Gladstone Capital (GLAD) stake by 0.03% in Q1 2026, buying an estimated $153 and bringing the position to 28,409 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #219.

Virtus Investment Advisers first reported a position in GLAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $694K in Q1 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Virtus Investment Advisers held 28,409 shares of Gladstone Capital worth $493K as of Q1 2026.
  • Virtus Investment Advisers bought 8 Gladstone Capital shares in Q1 2026, an estimated $153.
  • Gladstone Capital made up 0.14% of Virtus Investment Advisers's portfolio in Q1 2026, its #219 holding.
  • Virtus Investment Advisers first reported a position in Gladstone Capital in Q1 2025 and has held it in 5 quarters since.
  • Virtus Investment Advisers's Gladstone Capital position peaked at $694K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.