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 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%	-$39.9K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Badgley Phelps Wealth Managers's GS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Goldman Sachs (GS) stake by 18% in Q2 2026, buying an estimated $131K and bringing the position to 897 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #209.

Badgley Phelps Wealth Managers first reported a position in GS in Q3 2021 and has held it in 17 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Badgley Phelps Wealth Managers held 897 shares of Goldman Sachs worth $907K as of Q2 2026.
Badgley Phelps Wealth Managers bought 134 Goldman Sachs shares in Q2 2026, an estimated $131K.
Goldman Sachs made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #209 holding.
Badgley Phelps Wealth Managers first reported a position in Goldman Sachs in Q3 2021 and has held it in 17 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.