Envestnet Asset Management
GSBD icon

Envestnet Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Envestnet Asset Management’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92M Buy
+624,970
New +$5.8M ﹤0.01% 2342
2025
Q2 		– Sell
-125,142
Closed -$1.46M – 4489
2025
Q1 		$1.46M Buy
125,142
+24,687
+25% +$309K ﹤0.01% 2944
2024
Q4 		$1.22M Sell
100,455
-586,566
-85% -$7.7M ﹤0.01% 3031
2024
Q3 		$9.45M Buy
687,021
+163,950
+31% +$2.38M ﹤0.01% 1677
2024
Q2 		$7.86M Buy
523,071
+79,315
+18% +$1.22M ﹤0.01% 1710
2024
Q1 		$6.65M Buy
443,756
+115,968
+35% +$1.75M ﹤0.01% 1784
2023
Q4 		$4.8M Buy
327,788
+33,501
+11% +$486K ﹤0.01% 1922
2023
Q3 		$4.28M Buy
+294,287
New +$4.24M ﹤0.01% 1903
2023
Q2 		– Sell
-10,796
Closed -$147K – 4005
2023
Q1 		$147K Sell
10,796
-9,582
-47% -$143K ﹤0.01% 3729
2022
Q4 		$280K Sell
20,378
-1,174
-5% -$17.6K ﹤0.01% 3465
2022
Q3 		$311K Sell
21,552
-2,305
-10% -$39K ﹤0.01% 3315
2022
Q2 		$401K Sell
23,857
-9,760
-29% -$180K ﹤0.01% 3183
2022
Q1 		$659K Sell
33,617
-2,891
-8% -$57.1K ﹤0.01% 2959
2021
Q4 		$699K Buy
36,508
+6,134
+20% +$116K ﹤0.01% 2867
2021
Q3 		$557K Sell
30,374
-2,169
-7% -$41.5K ﹤0.01% 2906
2021
Q2 		$638K Buy
32,543
+996
+3% +$19.7K ﹤0.01% 2823
2021
Q1 		$610K Buy
31,547
+13,240
+72% +$248K ﹤0.01% 2724
2020
Q4 		$350K Buy
+18,307
New +$314K ﹤0.01% 2851

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Envestnet Asset Management's GSBD Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 624,970 shares worth $5.92M. The stake represents ﹤0.01% of the portfolio and ranks #2342 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in GSBD as recently as Q1 2025.

Envestnet Asset Management first reported a position in GSBD in Q4 2020 and has held it in 18 quarters since. The position peaked at $9.45M in Q3 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Envestnet Asset Management held 624,970 shares of Goldman Sachs BDC worth $5.92M as of Q2 2026.
  • Goldman Sachs BDC was a new Envestnet Asset Management position in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2342 holding.
  • Envestnet Asset Management first reported a position in Goldman Sachs BDC in Q4 2020 and has held it in 18 quarters since.
  • Envestnet Asset Management's Goldman Sachs BDC position peaked at $9.45M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.