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Alvarez & Marsal Private Wealth Partners’s Goldman Sachs GS Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
-1,651
Closed -$1.4M – 143
2026
Q1 		$1.4M Buy
+1,651
New +$1.47M 0.2% 32

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

Alvarez & Marsal Private Wealth Partners's GS Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 1,651 shares — an estimated $1.4M sold.

Alvarez & Marsal Private Wealth Partners first reported a position in GS in Q1 2026 and held it in 1 quarter. The position peaked at $1.4M in Q1 2026. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,651 Goldman Sachs shares in Q2 2026, an estimated $1.4M.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Goldman Sachs in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Goldman Sachs position peaked at $1.4M in Q1 2026.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.