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Baker Tilly Wealth Management’s Goldman Sachs GS Stock Holding History

Baker Tilly Wealth 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 		$413K Buy
408
+104
+34% +$101K 0.09% 185
2026
Q1 		$257K Buy
304
+56
+23% +$50K 0.06% 230
2025
Q4 		$218K Buy
+248
New +$202K 0.05% 267
2023
Q3 		– Sell
-1,748
Closed -$564K – 503
2023
Q2 		$564K Buy
1,748
+951
+119% +$313K 0.06% 306
2023
Q1 		$261K Buy
797
+182
+30% +$63.4K 0.03% 475
2022
Q4 		$211K Buy
+615
New +$214K 0.03% 498

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

Baker Tilly Wealth Management's GS Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Goldman Sachs (GS) stake by 34% in Q2 2026, buying an estimated $101K and bringing the position to 408 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #185.

Baker Tilly Wealth Management first reported a position in GS in Q4 2022 and has held it in 6 quarters since. The position peaked at $564K in Q2 2023. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Baker Tilly Wealth Management held 408 shares of Goldman Sachs worth $413K as of Q2 2026.
  • Baker Tilly Wealth Management bought 104 Goldman Sachs shares in Q2 2026, an estimated $101K.
  • Goldman Sachs made up 0.09% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Baker Tilly Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 6 quarters since.
  • Baker Tilly Wealth Management's Goldman Sachs position peaked at $564K in Q2 2023.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.