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

Strategic 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
2026
Q2 		$49.5K Hold
5,225
– – ﹤0.01% 528
2026
Q1 		$46.4K Sell
5,225
-1,672
-24% -$15.4K ﹤0.01% 529
2025
Q4 		$64K Hold
6,897
– – ﹤0.01% 477
2025
Q3 		$70.1K Hold
6,897
– – 0.01% 493
2025
Q2 		$77.6K Buy
+6,897
New +$76K 0.01% 427
2024
Q4 		$219K Hold
16,985
– – 0.02% 295
2024
Q3 		$234K Buy
16,985
+1,000
+6% +$14.5K 0.02% 277
2024
Q2 		$240K Sell
15,985
-2,306
-13% -$35.4K 0.03% 266
2024
Q1 		$274K Hold
18,291
– – 0.03% 238
2023
Q4 		$268K Sell
18,291
-3,386
-16% -$49.1K 0.03% 233
2023
Q3 		$316K Buy
21,677
+6,815
+46% +$98.1K 0.04% 238
2023
Q2 		$206K Buy
14,862
+4,413
+42% +$59.9K 0.03% 272
2023
Q1 		$143K Hold
10,449
– – 0.02% 252
2022
Q4 		$143K Sell
10,449
-9,226
-47% -$139K 0.03% 255
2022
Q3 		$284K Sell
19,675
-1,121
-5% -$19K 0.06% 225
2022
Q2 		$349K Sell
20,796
-6,573
-24% -$121K 0.08% 182
2022
Q1 		$537K Buy
27,369
+3,466
+15% +$68.5K 0.1% 172
2021
Q4 		$458K Buy
+23,903
New +$454K 0.09% 201
2021
Q1 		– Sell
-11,901
Closed -$228K – 194
2020
Q4 		$228K Buy
+11,901
New +$204K 0.1% 163

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

Strategic Wealth Partners's GSBD Position: Q2 2026 in Review

Strategic Wealth Partners held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 5,225 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Strategic Wealth Partners first reported a position in GSBD in Q4 2020 and has held it in 19 quarters since. The position peaked at $537K in Q1 2022. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Strategic Wealth Partners held 5,225 shares of Goldman Sachs BDC worth $49.5K as of Q2 2026.
  • Strategic Wealth Partners left its Goldman Sachs BDC share count unchanged in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #528 holding.
  • Strategic Wealth Partners first reported a position in Goldman Sachs BDC in Q4 2020 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Goldman Sachs BDC position peaked at $537K in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.