Alteri Wealth’s Goldman Sachs GS Stock Holding History

Alteri 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	$1.09M	Buy	1,080 +6	+0.6%	+$5.85K	0.3%	82
2026 Q1	$909K	Buy	1,074 +7	+0.7%	+$6.25K	0.29%	81
2025 Q4	$938K	Buy	1,067 +268	+34%	+$219K	0.3%	75
2025 Q3	$637K	Buy	799 +27	+3%	+$20K	0.22%	113
2025 Q2	$547K	Buy	+772	New	+$447K	0.21%	121

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Alteri Wealth's GS Position: Q2 2026 in Review

Alteri Wealth increased its Goldman Sachs (GS) stake by 0.56% in Q2 2026, buying an estimated $5.85K and bringing the position to 1,080 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #82.

Alteri Wealth first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Alteri Wealth held 1,080 shares of Goldman Sachs worth $1.09M as of Q2 2026.
Alteri Wealth bought 6 Goldman Sachs shares in Q2 2026, an estimated $5.85K.
Goldman Sachs made up 0.3% of Alteri Wealth's portfolio in Q2 2026, its #82 holding.
Alteri Wealth first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.