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

SHP 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 		– Sell
-7,010
Closed -$62.3K – 2026
2026
Q1 		$62.3K Buy
7,010
+253
+4% +$2.34K ﹤0.01% 454
2025
Q4 		$62.7K Buy
+6,757
New +$66.3K ﹤0.01% 435

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

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

SHP Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q2 2026, closing a stake of 7,010 shares — an estimated $62.3K sold.

SHP Wealth Management first reported a position in GSBD in Q4 2025 and held it in 2 quarters. The position peaked at $62.7K in Q4 2025. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • SHP Wealth Management reported no remaining Goldman Sachs BDC position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 7,010 Goldman Sachs BDC shares in Q2 2026, an estimated $62.3K.
  • SHP Wealth Management first reported a position in Goldman Sachs BDC in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Goldman Sachs BDC position peaked at $62.7K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.