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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
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 $871B AUM 31.28% 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 $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SHP Wealth Management's GSBD Position: Q1 2026 in Review

SHP Wealth Management increased its Goldman Sachs BDC (GSBD) stake by 3.7% in Q1 2026, buying an estimated $2.34K and bringing the position to 7,010 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

SHP Wealth Management first reported a position in GSBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $62.7K in Q4 2025. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • SHP Wealth Management held 7,010 shares of Goldman Sachs BDC worth $62.3K as of Q1 2026.
  • SHP Wealth Management bought 253 Goldman Sachs BDC shares in Q1 2026, an estimated $2.34K.
  • Goldman Sachs BDC made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #454 holding.
  • SHP Wealth Management first reported a position in Goldman Sachs BDC in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Goldman Sachs BDC position peaked at $62.7K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.