AFM
GS icon

Aspetuck Financial Management’s Goldman Sachs GS Stock Holding History

Aspetuck Financial 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 		$1.13M Hold
1,116
– – 0.66% 34
2026
Q1 		$944K Buy
1,116
+2
+0.2% +$1.78K 0.65% 34
2025
Q4 		$979K Hold
1,114
– – 0.66% 34
2025
Q3 		$887K Hold
1,114
– – 0.61% 34
2025
Q2 		$788K Hold
1,114
– – 0.59% 35
2025
Q1 		$609K Sell
1,114
-25
-2% -$15K 0.52% 40
2024
Q4 		$652K Buy
+1,139
New +$635K 0.51% 38

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

Aspetuck Financial Management's GS Position: Q2 2026 in Review

Aspetuck Financial Management held its Goldman Sachs (GS) position steady in Q2 2026 at 1,116 shares worth $1.13M. The position accounts for 0.66% of the portfolio, ranked #34.

Aspetuck Financial Management first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Aspetuck Financial Management held 1,116 shares of Goldman Sachs worth $1.13M as of Q2 2026.
  • Aspetuck Financial Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.66% of Aspetuck Financial Management's portfolio in Q2 2026, its #34 holding.
  • Aspetuck Financial Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.