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Appleton Partners’s Goldman Sachs GS Stock Holding History

Appleton 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 		$5.15M Sell
5,090
-45
-0.9% -$43.9K 0.32% 78
2026
Q1 		$4.34M Sell
5,135
-84
-2% -$74.9K 0.3% 80
2025
Q4 		$4.59M Sell
5,219
-181
-3% -$148K 0.3% 78
2025
Q3 		$4.3M Sell
5,400
-48
-0.9% -$35.6K 0.29% 80
2025
Q2 		$3.86M Sell
5,448
-95
-2% -$55K 0.27% 83
2025
Q1 		$3.03M Sell
5,543
-359
-6% -$216K 0.23% 90
2024
Q4 		$3.38M Sell
5,902
-264
-4% -$147K 0.25% 88
2024
Q3 		$3.05M Sell
6,166
-32
-0.5% -$15.7K 0.22% 93
2024
Q2 		$2.8M Sell
6,198
-197
-3% -$86.4K 0.22% 93
2024
Q1 		$2.67M Sell
6,395
-1,358
-18% -$527K 0.21% 99
2023
Q4 		$2.99M Sell
7,753
-863
-10% -$288K 0.24% 91
2023
Q3 		$2.79M Sell
8,616
-905
-10% -$302K 0.25% 90
2023
Q2 		$3.07M Sell
9,521
-1,582
-14% -$520K 0.26% 87
2023
Q1 		$3.63M Sell
11,103
-521
-4% -$181K 0.32% 77
2022
Q4 		$3.99M Sell
11,624
-92
-0.8% -$32K 0.38% 70
2022
Q3 		$3.43M Sell
11,716
-471
-4% -$153K 0.34% 75
2022
Q2 		$3.62M Sell
12,187
-65
-0.5% -$20.2K 0.34% 81
2022
Q1 		$4.04M Sell
12,252
-213
-2% -$75.2K 0.33% 82
2021
Q4 		$4.77M Sell
12,465
-189
-1% -$74.8K 0.36% 78
2021
Q3 		$4.78M Sell
12,654
-383
-3% -$150K 0.4% 74
2021
Q2 		$4.95M Sell
13,037
-977
-7% -$350K 0.42% 71
2021
Q1 		$4.58M Sell
14,014
-997
-7% -$310K 0.43% 68
2020
Q4 		$3.96M Sell
15,011
-210
-1% -$46.7K 0.39% 71
2020
Q3 		$3.06M Sell
15,221
-82
-0.5% -$16.7K 0.34% 76
2020
Q2 		$3.02M Sell
15,303
-247
-2% -$46.4K 0.36% 75
2020
Q1 		$2.4M Sell
15,550
-839
-5% -$178K 0.33% 75
2019
Q4 		$3.77M Sell
16,389
-252
-2% -$54.7K 0.41% 66
2019
Q3 		$3.45M Buy
16,641
+5
+0% +$1.05K 0.42% 66
2019
Q2 		$3.4M Sell
16,636
-30
-0.2% -$5.94K 0.42% 64
2019
Q1 		$3.2M Sell
16,666
-415
-2% -$80.1K 0.42% 67
2018
Q4 		$2.85M Sell
17,081
-10,215
-37% -$2.06M 0.43% 68
2018
Q3 		$6.12M Sell
27,296
-712
-3% -$166K 0.82% 37
2018
Q2 		$6.18M Buy
28,008
+115
+0.4% +$27.4K 0.88% 33
2018
Q1 		$7.03M Buy
27,893
+221
+0.8% +$57.5K 1.07% 21
2017
Q4 		$7.05M Buy
27,672
+118
+0.4% +$28.9K 1.09% 20
2017
Q3 		$6.54M Sell
27,554
-125
-0.5% -$28.2K 1.1% 21
2017
Q2 		$6.14M Sell
27,679
-147
-0.5% -$32.7K 1.03% 25
2017
Q1 		$6.39M Sell
27,826
-6,662
-19% -$1.61M 1.18% 21
2016
Q4 		$8.26M Sell
34,488
-3,854
-10% -$783K 1.67% 11
2016
Q3 		$6.18M Sell
38,342
-1,554
-4% -$253K 1.16% 29
2016
Q2 		$5.93M Sell
39,896
-1,382
-3% -$216K 1.21% 30
2016
Q1 		$6.48M Buy
41,278
+1,210
+3% +$187K 1.28% 28
2015
Q4 		$7.22M Buy
40,068
+1,135
+3% +$211K 1.42% 20
2015
Q3 		$6.76M Sell
38,933
-97
-0.2% -$19K 1.54% 18
2015
Q2 		$8.15M Buy
39,030
+320
+0.8% +$65.2K 1.83% 12
2015
Q1 		$7.28M Buy
38,710
+1,147
+3% +$213K 1.64% 18
2014
Q4 		$7.28M Buy
37,563
+385
+1% +$72.4K 1.67% 19
2014
Q3 		$6.83M Buy
37,178
+370
+1% +$65K 1.59% 19
2014
Q2 		$6.16M Buy
36,808
+40
+0.1% +$6.46K 1.44% 21
2014
Q1 		$6.02M Buy
36,768
+866
+2% +$146K 1.43% 26
2013
Q4 		$6.36M Buy
35,902
+550
+2% +$90.7K 1.53% 26
2013
Q3 		$5.59M Buy
35,352
+185
+0.5% +$29.8K 1.5% 26
2013
Q2 		$5.32M Buy
+35,167
New +$5.36M 1.53% 26

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Appleton Partners's GS Position: Q2 2026 in Review

Appleton Partners reduced its Goldman Sachs (GS) stake by 0.88% in Q2 2026, selling an estimated $43.9K and leaving 5,090 shares worth $5.15M. The position accounts for 0.32% of the portfolio, ranked #78.

Appleton Partners first reported a position in GS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.26M in Q4 2016. 1,035 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Appleton Partners held 5,090 shares of Goldman Sachs worth $5.15M as of Q2 2026.
  • Appleton Partners sold 45 Goldman Sachs shares in Q2 2026, an estimated $43.9K.
  • Goldman Sachs made up 0.32% of Appleton Partners's portfolio in Q2 2026, its #78 holding.
  • Appleton Partners first reported a position in Goldman Sachs in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Goldman Sachs position peaked at $8.26M in Q4 2016.
  • 1,035 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.