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Marshall Investment Management’s Goldman Sachs BDC GSBD Stock Holding History

Marshall Investment 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 		$40 Hold
4
– – ﹤0.01% 497
2026
Q1 		$38 Buy
+4
New +$37 ﹤0.01% 273
2025
Q2 		– Sell
-1,165
Closed -$13.6K – 105
2025
Q1 		$13.6K Hold
1,165
– – 0.01% 158
2024
Q4 		$16K Buy
+1,165
New +$15.3K 0.01% 135

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

Marshall Investment Management's GSBD Position: Q2 2026 in Review

Marshall Investment Management held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 4 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Marshall Investment Management first reported a position in GSBD in Q4 2024 and has held it in 4 quarters since. The position peaked at $16K in Q4 2024. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Marshall Investment Management held 4 shares of Goldman Sachs BDC worth $40 as of Q2 2026.
  • Marshall Investment Management left its Goldman Sachs BDC share count unchanged in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #497 holding.
  • Marshall Investment Management first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Goldman Sachs BDC position peaked at $16K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.