55 North Private Wealth’s Goldman Sachs GS Stock Holding History

55 North Private Wealth’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	$885K	Buy	875 +120	+16%	+$117K	0.17%	65
2026 Q1	$639K	Sell	755 -27	-3%	-$24.1K	0.16%	60
2025 Q4	$687K	Buy	+782	New	+$638K	0.18%	58

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

55 North Private Wealth's GS Position: Q2 2026 in Review

55 North Private Wealth increased its Goldman Sachs (GS) stake by 16% in Q2 2026, buying an estimated $117K and bringing the position to 875 shares worth $885K. The position accounts for 0.17% of the portfolio, ranked #65.

55 North Private Wealth first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold GS as of Q2 2026.

55 North Private Wealth held 875 shares of Goldman Sachs worth $885K as of Q2 2026.
55 North Private Wealth bought 120 Goldman Sachs shares in Q2 2026, an estimated $117K.
Goldman Sachs made up 0.17% of 55 North Private Wealth's portfolio in Q2 2026, its #65 holding.
55 North Private Wealth first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
3,146 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.