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Meridian Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Meridian Wealth 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 		$750K Sell
79,077
-9,147
-10% -$85K 0.02% 445
2026
Q1 		$783K Sell
88,224
-41,598
-32% -$384K 0.03% 404
2025
Q4 		$1.2M Sell
129,822
-198,617
-60% -$1.95M 0.04% 318
2025
Q3 		$3.34M Buy
328,439
+17,890
+6% +$203K 0.13% 150
2025
Q2 		$3.49M Sell
310,549
-2,742
-0.9% -$30.2K 0.15% 147
2025
Q1 		$3.64M Buy
313,291
+34,833
+13% +$436K 0.18% 130
2024
Q4 		$3.37M Buy
278,458
+26,793
+11% +$352K 0.16% 134
2024
Q3 		$3.46M Sell
251,665
-2,929
-1% -$42.6K 0.17% 129
2024
Q2 		$3.83M Buy
+254,594
New +$3.91M 0.46% 52
2024
Q1 		– Sell
-194,620
Closed -$2.85M – 330
2023
Q4 		$2.85M Sell
194,620
-37,921
-16% -$550K 0.18% 130
2023
Q3 		$3.39M Buy
232,541
+20,987
+10% +$302K 0.21% 100
2023
Q2 		$2.93M Buy
211,554
+11,204
+6% +$152K 0.25% 86
2023
Q1 		$2.73M Buy
200,350
+32,658
+19% +$488K 0.24% 97
2022
Q4 		$2.3M Sell
167,692
-54,101
-24% -$813K 0.23% 109
2022
Q3 		$3.21M Buy
221,793
+7,197
+3% +$122K 0.34% 63
2022
Q2 		$3.6M Buy
214,596
+807
+0.4% +$14.9K 0.29% 84
2022
Q1 		$4.19M Buy
213,789
+16,622
+8% +$328K 0.46% 44
2021
Q4 		$3.78M Buy
197,167
+12,556
+7% +$238K 0.4% 49
2021
Q3 		$3.39M Buy
184,611
+29,957
+19% +$573K 0.42% 45
2021
Q2 		$3.03M Buy
+154,654
New +$3.06M 0.39% 54

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

Meridian Wealth Management's GSBD Position: Q2 2026 in Review

Meridian Wealth Management reduced its Goldman Sachs BDC (GSBD) stake by 10% in Q2 2026, selling an estimated $85K and leaving 79,077 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #445.

Meridian Wealth Management first reported a position in GSBD in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.19M in Q1 2022. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Meridian Wealth Management held 79,077 shares of Goldman Sachs BDC worth $750K as of Q2 2026.
  • Meridian Wealth Management sold 9,147 Goldman Sachs BDC shares in Q2 2026, an estimated $85K.
  • Goldman Sachs BDC made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #445 holding.
  • Meridian Wealth Management first reported a position in Goldman Sachs BDC in Q2 2021 and has held it in 20 quarters since.
  • Meridian Wealth Management's Goldman Sachs BDC position peaked at $4.19M in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.