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NewEdge Wealth’s Goldman Sachs BDC GSBD Stock Holding History

NewEdge Wealth’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 		$169K Sell
17,801
-23,500
-57% -$218K ﹤0.01% 1198
2026
Q1 		$367K Buy
+41,301
New +$381K ﹤0.01% 909

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

NewEdge Wealth's GSBD Position: Q2 2026 in Review

NewEdge Wealth reduced its Goldman Sachs BDC (GSBD) stake by 57% in Q2 2026, selling an estimated $218K and leaving 17,801 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

NewEdge Wealth first reported a position in GSBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $367K in Q1 2026. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • NewEdge Wealth held 17,801 shares of Goldman Sachs BDC worth $169K as of Q2 2026.
  • NewEdge Wealth sold 23,500 Goldman Sachs BDC shares in Q2 2026, an estimated $218K.
  • Goldman Sachs BDC made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1198 holding.
  • NewEdge Wealth first reported a position in Goldman Sachs BDC in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Wealth's Goldman Sachs BDC position peaked at $367K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.