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 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 $871B AUM 31.28% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

United Advisor Group's GSBD Position: Q1 2026 in Review

United Advisor Group reduced its Goldman Sachs BDC (GSBD) stake by 4.1% in Q1 2026, selling an estimated $39.4K and leaving 101,046 shares worth $897K. The position accounts for 0.11% of the portfolio, ranked #204.

United Advisor Group first reported a position in GSBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2024. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

United Advisor Group held 101,046 shares of Goldman Sachs BDC worth $897K as of Q1 2026.
United Advisor Group sold 4,266 Goldman Sachs BDC shares in Q1 2026, an estimated $39.4K.
Goldman Sachs BDC made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #204 holding.
United Advisor Group first reported a position in Goldman Sachs BDC in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Goldman Sachs BDC position peaked at $1.94M in Q1 2024.
199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.