Atwood & Palmer’s Goldman Sachs GS Stock Holding History

Atwood & Palmer’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	$33.8M	Buy	33,444 +82	+0.2%	+$79.9K	1.8%	22
2026 Q1	$28.2M	Buy	33,362 +364	+1%	+$325K	1.59%	29
2025 Q4	$29M	Sell	32,998 -59	-0.2%	-$48.1K	1.65%	28
2025 Q3	$26.3M	Sell	33,057 -10	-0%	-$7.41K	1.55%	27
2025 Q2	$23.4M	Buy	33,067 +32,985	+40,226%	+$19.1M	1.46%	29
2025 Q1	$44.8K	Hold	82	–	–	﹤0.01%	228
2024 Q4	$47K	Hold	82	–	–	﹤0.01%	224
2024 Q3	$40.6K	Hold	82	–	–	﹤0.01%	234
2024 Q2	$37.1K	Hold	82	–	–	﹤0.01%	241
2024 Q1	$34.3K	Buy	82 +5	+6%	+$1.94K	﹤0.01%	238
2023 Q4	$29.7K	Hold	77	–	–	﹤0.01%	253
2023 Q3	$24.9K	Hold	77	–	–	﹤0.01%	252
2023 Q2	$24.8K	Hold	77	–	–	﹤0.01%	261
2023 Q1	$25.2K	Hold	77	–	–	﹤0.01%	248
2022 Q4	$26.4K	Hold	77	–	–	﹤0.01%	261
2022 Q3	$23K	Hold	77	–	–	﹤0.01%	255
2022 Q2	$23K	Buy	77 +60	+353%	+$18.7K	﹤0.01%	279
2022 Q1	$6K	Hold	17	–	–	﹤0.01%	390
2021 Q4	$7K	Hold	17	–	–	﹤0.01%	389
2021 Q3	$6K	Hold	17	–	–	﹤0.01%	369
2021 Q2	$6K	Hold	17	–	–	﹤0.01%	351
2021 Q1	$6K	Buy	+17	New	+$5.29K	﹤0.01%	375
2020 Q2	–	Sell	-120	Closed	-$19K	–	321
2020 Q1	$19K	Buy	120 +20	+20%	+$4.25K	﹤0.01%	224
2019 Q4	$23K	Hold	100	–	–	﹤0.01%	215
2019 Q3	$21K	Hold	100	–	–	﹤0.01%	229
2019 Q2	$20K	Hold	100	–	–	﹤0.01%	225
2019 Q1	$19K	Hold	100	–	–	﹤0.01%	225
2018 Q4	$17K	Hold	100	–	–	﹤0.01%	225
2018 Q3	$22K	Sell	100 -4	-4%	-$930	﹤0.01%	223
2018 Q2	$23K	Buy	104 +4	+4%	+$954	﹤0.01%	224
2018 Q1	$25K	Hold	100	–	–	﹤0.01%	210
2017 Q4	$25K	Hold	100	–	–	﹤0.01%	213
2017 Q3	$24K	Hold	100	–	–	﹤0.01%	214
2017 Q2	$22K	Hold	100	–	–	﹤0.01%	219
2017 Q1	$23K	Hold	100	–	–	﹤0.01%	212
2016 Q4	$24K	Hold	100	–	–	﹤0.01%	215
2016 Q3	$16K	Hold	100	–	–	﹤0.01%	236
2016 Q2	$15K	Hold	100	–	–	﹤0.01%	236
2016 Q1	$16K	Hold	100	–	–	﹤0.01%	240
2015 Q4	$18K	Hold	100	–	–	﹤0.01%	280
2015 Q3	$17K	Hold	100	–	–	﹤0.01%	286
2015 Q2	$21K	Hold	100	–	–	﹤0.01%	240
2015 Q1	$19K	Hold	100	–	–	﹤0.01%	237
2014 Q4	$20K	Hold	100	–	–	﹤0.01%	253
2014 Q3	$18K	Hold	100	–	–	﹤0.01%	267
2014 Q2	$17K	Buy	+100	New	+$16.1K	﹤0.01%	243

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

Atwood & Palmer's GS Position: Q2 2026 in Review

Atwood & Palmer increased its Goldman Sachs (GS) stake by 0.25% in Q2 2026, buying an estimated $79.9K and bringing the position to 33,444 shares worth $33.8M. The position accounts for 1.8% of the portfolio, ranked #22.

Atwood & Palmer first reported a position in GS in Q2 2014 and has held it in 46 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Atwood & Palmer held 33,444 shares of Goldman Sachs worth $33.8M as of Q2 2026.
Atwood & Palmer bought 82 Goldman Sachs shares in Q2 2026, an estimated $79.9K.
Goldman Sachs made up 1.8% of Atwood & Palmer's portfolio in Q2 2026, its #22 holding.
Atwood & Palmer first reported a position in Goldman Sachs in Q2 2014 and has held it in 46 quarters since.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.