Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s Goldman Sachs GS Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$808K Hold
897
– – 0.01% 212
2026
Q2 		$907K Buy
897
+134
+18% +$131K 0.02% 209
2026
Q1 		$646K Sell
763
-9
-1% -$8.03K 0.01% 226
2025
Q4 		$679K Sell
772
-1
-0.1% -$816 0.01% 216
2025
Q3 		$616K Buy
773
+18
+2% +$13.3K 0.01% 213
2025
Q2 		$534K Sell
755
-39
-5% -$22.6K 0.01% 211
2025
Q1 		$434K Buy
794
+200
+34% +$120K 0.01% 222
2024
Q4 		$340K Buy
594
+81
+16% +$45.2K 0.01% 242
2024
Q3 		$254K Hold
513
– – 0.01% 262
2024
Q2 		$232K Sell
513
-35
-6% -$15.4K 0.01% 241
2024
Q1 		$229K Sell
548
-25
-4% -$9.7K 0.01% 237
2023
Q4 		$221K Buy
+573
New +$191K 0.01% 233
2023
Q1 		– Sell
-775
Closed -$266K – 212
2022
Q4 		$266K Buy
775
+42
+6% +$14.6K 0.01% 187
2022
Q3 		$215K Sell
733
-123
-14% -$39.8K 0.01% 184
2022
Q2 		$254K Sell
856
-160
-16% -$49.8K 0.01% 178
2022
Q1 		$335K Buy
1,016
+15
+1% +$5.3K 0.01% 173
2021
Q4 		$383K Sell
1,001
-1
-0.1% -$396 0.01% 171
2021
Q3 		$379K Buy
+1,002
New +$391K 0.01% 168

Other funds holding GS

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Badgley Phelps Wealth Managers's GS Position: Q3 2026 in Review

Badgley Phelps Wealth Managers held its Goldman Sachs (GS) position steady in Q3 2026 at 897 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #212.

Badgley Phelps Wealth Managers first reported a position in GS in Q3 2021 and has held it in 18 quarters since. The position peaked at $907K in Q2 2026. 936 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Badgley Phelps Wealth Managers held 897 shares of Goldman Sachs worth $808K as of Q3 2026.
  • Badgley Phelps Wealth Managers left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #212 holding.
  • Badgley Phelps Wealth Managers first reported a position in Goldman Sachs in Q3 2021 and has held it in 18 quarters since.
  • Badgley Phelps Wealth Managers's Goldman Sachs position peaked at $907K in Q2 2026.
  • 936 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.