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49 Wealth Management’s Goldman Sachs GS Stock Holding History

49 Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,588
Closed -$1.34M – 226
2026
Q1 		$1.34M Sell
1,588
-424
-21% -$378K 0.1% 56
2025
Q4 		$1.77M Buy
2,012
+199
+11% +$162K 0.14% 50
2025
Q3 		$1.44M Buy
1,813
+84
+5% +$62.2K 0.14% 45
2025
Q2 		$1.22M Buy
1,729
+193
+13% +$112K 0.13% 50
2025
Q1 		$839K Buy
1,536
+450
+41% +$271K 0.1% 68
2024
Q4 		$622K Buy
1,086
+64
+6% +$35.7K 0.09% 72
2024
Q3 		$506K Sell
1,022
-37
-3% -$18.1K 0.08% 82
2024
Q2 		$491K Buy
1,059
+314
+42% +$138K 0.1% 83
2024
Q1 		$308K Buy
745
+11
+1% +$4.27K 0.07% 85
2023
Q4 		$283K Buy
+734
New +$245K 0.07% 87

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

49 Wealth Management's GS Position: Q2 2026 in Review

49 Wealth Management sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 1,588 shares — an estimated $1.34M sold.

49 Wealth Management first reported a position in GS in Q4 2023 and held it in 10 quarters. The position peaked at $1.77M in Q4 2025. 3,171 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • 49 Wealth Management reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 1,588 Goldman Sachs shares in Q2 2026, an estimated $1.34M.
  • 49 Wealth Management first reported a position in Goldman Sachs in Q4 2023 and held it in 10 quarters.
  • 49 Wealth Management's Goldman Sachs position peaked at $1.77M in Q4 2025.
  • 3,171 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.