Gradient Capital Advisors, LLC GHY — PGIM GLOBAL SHORT DURATION HIG COM

Ownership history in Gradient Capital Advisors, LLC  ·  32 quarters on record

AI Ownership Summary

Gradient Capital Advisors, LLC reported PGIM GLOBAL SHORT DURATION HIG COM (GHY) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows GHY at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Capital Advisors, LLC's position in PGIM GLOBAL SHORT DURATION HIG COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GHY was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GHY stock page Gradient Capital Advisors, LLC fund profile Gradient Capital Advisors, LLC full holdings
How Gradient Capital Advisors, LLC held GHY — position size vs. price
% of Fund (quarterly)    GHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 25,764 — 0% 0.08% $300K 2026-04-16 $11.94
2025 Q4 UNCHANGED — — — 25,764 — 0% 0.08% $318K 2026-02-06 $12.46
2025 Q3 UNCHANGED — — — 25,764 — 0% 0.09% $332K 2025-10-27 $11.97
2025 Q2 UNCHANGED — — — 25,764 — 0% 0.10% $345K 2025-07-16 $12.17
2025 Q1 UNCHANGED — — — 25,764 — 0% 0.11% $346K 2025-05-05 $11.38
2024 Q4 UNCHANGED — — — 25,764 — 0% 0.10% $317K 2025-01-29 $11.40
2024 Q3 UNCHANGED — — — 25,764 — 0% 0.11% $329K 2024-10-16 $10.82
2024 Q2 UNCHANGED — — — 25,764 — 0% 0.11% $306K 2024-07-22 $10.19
2024 Q1 UNCHANGED — — — 25,764 — 0% 0.11% $308K 2024-04-17 $9.07
2023 Q4 UNCHANGED — — — 25,764 — 0% 0.11% $293K 2024-02-01 $9.08
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GHY

As of 2026 Q1 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 1.44% Stolper Co 3Y 0.28% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.25% MELFA WEALTH MANAGEMENT, INC. 3Y 0.23% Avestar Capital, LLC 3Y 7Y 0.13% Activest Wealth Management 3Y 0.12% Advisors Asset Management, Inc. 3Y 7Y 0.12% INSIGNEO ADVISORY SERVICES, LLC 3Y 0.11% Penserra Capital Management LLC 3Y 7Y 0.09% Centurion Wealth Management LLC 3Y 0.07%

FAQ About Gradient Capital Advisors, LLC and GHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Capital Advisors, LLC reported owning GHY?

Gradient Capital Advisors, LLC reported GHY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GHY position in Gradient Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for GHY was 0.11% in 2024 Q1.

What is the latest reported GHY position on this page?

The most recent filing on this page is 2026 Q1, when Gradient Capital Advisors, LLC reported 25,764 shares, equal to 0.08% of portfolio, with an estimated market value of $300K.

What does the chart on this GHY ownership page compare?

The chart compares Gradient Capital Advisors, LLC's quarterly GHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gradient Capital Advisors, LLC time their GHY position?

Based on 13F filing dates vs. subsequent GHY price moves, Gradient Capital Advisors, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on GHY relative to SPY over the holding period was -5.1%.

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