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Obermeyer Wealth Partners’s Goldman Sachs BDC GSBD Stock Holding History

Obermeyer Wealth Partners’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
2025
Q4 		– Sell
-43,000
Closed -$437K – 298
2025
Q3 		$437K Buy
+43,000
New +$489K 0.02% 185

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Obermeyer Wealth Partners's GSBD Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Goldman Sachs BDC (GSBD) in Q4 2025, closing a stake of 43,000 shares — an estimated $437K sold.

Obermeyer Wealth Partners first reported a position in GSBD in Q3 2025 and held it in 1 quarter. The position peaked at $437K in Q3 2025. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2025.

  • Obermeyer Wealth Partners reported no remaining Goldman Sachs BDC position as of Q4 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 43,000 Goldman Sachs BDC shares in Q4 2025, an estimated $437K.
  • Obermeyer Wealth Partners first reported a position in Goldman Sachs BDC in Q3 2025 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Goldman Sachs BDC position peaked at $437K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.