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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
Q3 		$503K Buy
559
+151
+37% +$154K 0.1% 168
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Baker Tilly Wealth Management's GS Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Goldman Sachs (GS) stake by 37% in Q3 2026, buying an estimated $154K and bringing the position to 559 shares worth $503K. The position accounts for 0.1% of the portfolio, ranked #168.

Baker Tilly Wealth Management first reported a position in GS in Q4 2022 and has held it in 7 quarters since. The position peaked at $564K in Q2 2023. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Baker Tilly Wealth Management held 559 shares of Goldman Sachs worth $503K as of Q3 2026.
  • Baker Tilly Wealth Management bought 151 Goldman Sachs shares in Q3 2026, an estimated $154K.
  • Goldman Sachs made up 0.1% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Baker Tilly Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 7 quarters since.
  • Baker Tilly Wealth Management's Goldman Sachs position peaked at $564K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.