United Advisor Group’s Goldman Sachs BDC GSBD Stock Holding History

United Advisor Group’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	$957K	Sell	100,963 -83	-0.1%	-$771	0.1%	219
2026 Q1	$897K	Sell	101,046 -4,266	-4%	-$39.4K	0.11%	204
2025 Q4	$977K	Sell	105,312 -26,596	-20%	-$261K	0.12%	184
2025 Q3	$1.34M	Buy	131,908 +225	+0.2%	+$2.56K	0.18%	131
2025 Q2	$1.48M	Sell	131,683 -1,296	-1%	-$14.3K	0.26%	99
2025 Q1	$1.55M	Buy	132,979 +2,990	+2%	+$37.4K	0.32%	81
2024 Q4	$1.57M	Sell	129,989 -2,388	-2%	-$31.4K	0.31%	78
2024 Q3	$1.82M	Buy	132,377 +3,980	+3%	+$57.8K	0.41%	62
2024 Q2	$1.93M	Sell	128,397 -1,165	-0.9%	-$17.9K	0.6%	47
2024 Q1	$1.94M	Buy	+129,562	New	+$1.96M	0.73%	36

Other funds holding GSBD

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 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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

United Advisor Group's GSBD Position: Q2 2026 in Review

United Advisor Group reduced its Goldman Sachs BDC (GSBD) stake by 0.08% in Q2 2026, selling an estimated $771 and leaving 100,963 shares worth $957K. The position accounts for 0.1% of the portfolio, ranked #219.

United Advisor Group first reported a position in GSBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.94M in Q1 2024. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

United Advisor Group held 100,963 shares of Goldman Sachs BDC worth $957K as of Q2 2026.
United Advisor Group sold 83 Goldman Sachs BDC shares in Q2 2026, an estimated $771.
Goldman Sachs BDC made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #219 holding.
United Advisor Group first reported a position in Goldman Sachs BDC in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Goldman Sachs BDC position peaked at $1.94M in Q1 2024.
205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.