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Ballentine Partners’s Goldman Sachs GS Stock Holding History

Ballentine Partners’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 		$9.53M Sell
9,420
-171
-2% -$167K 0.12% 69
2026
Q1 		$8.11M Buy
9,591
+458
+5% +$409K 0.11% 70
2025
Q4 		$8.03M Buy
9,133
+70
+0.8% +$57.1K 0.11% 66
2025
Q3 		$7.22M Buy
9,063
+95
+1% +$70.4K 0.1% 73
2025
Q2 		$6.35M Buy
8,968
+759
+9% +$440K 0.1% 76
2025
Q1 		$4.48M Buy
8,209
+28
+0.3% +$16.8K 0.08% 92
2024
Q4 		$4.68M Buy
8,181
+111
+1% +$61.9K 0.08% 87
2024
Q3 		$4M Buy
8,070
+276
+4% +$135K 0.07% 104
2024
Q2 		$3.53M Buy
7,794
+570
+8% +$250K 0.07% 105
2024
Q1 		$3.02M Buy
7,224
+352
+5% +$137K 0.06% 110
2023
Q4 		$2.65M Sell
6,872
-3,798
-36% -$1.27M 0.05% 120
2023
Q3 		$3.45M Buy
10,670
+910
+9% +$304K 0.08% 84
2023
Q2 		$3.15M Buy
9,760
+483
+5% +$159K 0.07% 90
2023
Q1 		$3.03M Buy
9,277
+7,083
+323% +$2.47M 0.08% 95
2022
Q4 		$753K Buy
2,194
+46
+2% +$16K 0.02% 214
2022
Q3 		$629K Buy
2,148
+652
+44% +$211K 0.02% 214
2022
Q2 		$444K Sell
1,496
-127
-8% -$39.5K 0.02% 258
2022
Q1 		$536K Sell
1,623
-502
-24% -$177K 0.02% 248
2021
Q4 		$813K Buy
2,125
+911
+75% +$361K 0.02% 208
2021
Q3 		$459K Hold
1,214
– – 0.02% 256
2021
Q2 		$461K Sell
1,214
-5
-0.4% -$1.79K 0.02% 243
2021
Q1 		$399K Sell
1,219
-5
-0.4% -$1.56K 0.01% 254
2020
Q4 		$323K Sell
1,224
-474
-28% -$106K 0.01% 272
2020
Q3 		$342K Buy
1,698
+187
+12% +$38K 0.02% 267
2020
Q2 		$299K Sell
1,511
-37
-2% -$6.95K 0.01% 277
2020
Q1 		$240K Sell
1,548
-73
-5% -$15.5K 0.01% 287
2019
Q4 		$372K Sell
1,621
-29
-2% -$6.29K 0.02% 262
2019
Q3 		$342K Sell
1,650
-67
-4% -$14K 0.02% 267
2019
Q2 		$352K Buy
1,717
+441
+35% +$87.3K 0.02% 265
2019
Q1 		$245K Hold
1,276
– – 0.01% 282
2018
Q4 		$213K Sell
1,276
-360
-22% -$72.6K 0.01% 294
2018
Q3 		$367K Buy
1,636
+228
+16% +$53K 0.02% 237
2018
Q2 		$310K Sell
1,408
-150
-10% -$35.8K 0.02% 250
2018
Q1 		$392K Sell
1,558
-2
-0.1% -$521 0.02% 219
2017
Q4 		$398K Sell
1,560
-561
-26% -$138K 0.02% 221
2017
Q3 		$503K Sell
2,121
-40
-2% -$9.02K 0.03% 195
2017
Q2 		$480K Buy
2,161
+549
+34% +$122K 0.04% 203
2017
Q1 		$370K Buy
1,612
+383
+31% +$92.5K 0.03% 153
2016
Q4 		$293K Sell
1,229
-90
-7% -$18.3K 0.02% 151
2016
Q3 		$213K Sell
1,319
-55
-4% -$8.94K 0.02% 171
2016
Q2 		$204K Buy
1,374
+31
+2% +$4.84K 0.02% 205
2016
Q1 		$211K Buy
1,343
+21
+2% +$3.25K 0.02% 198
2015
Q4 		$238K Hold
1,322
– – 0.02% 155
2015
Q3 		$230K Buy
1,322
+11
+0.8% +$2.16K 0.02% 142
2015
Q2 		$274K Hold
1,311
– – 0.03% 135
2015
Q1 		$246K Sell
1,311
-49
-4% -$9.11K 0.02% 138
2014
Q4 		$263K Sell
1,360
-5
-0.4% -$940 0.03% 136
2014
Q3 		$251K Hold
1,365
– – 0.03% 130
2014
Q2 		$229K Sell
1,365
-31
-2% -$5K 0.03% 128
2014
Q1 		$228K Buy
1,396
+34
+2% +$5.72K 0.03% 127
2013
Q4 		$242K Buy
1,362
+35
+3% +$5.77K 0.03% 132
2013
Q3 		$210K Buy
+1,327
New +$214K 0.03% 133

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Ballentine Partners's GS Position: Q2 2026 in Review

Ballentine Partners reduced its Goldman Sachs (GS) stake by 1.8% in Q2 2026, selling an estimated $167K and leaving 9,420 shares worth $9.53M. The position accounts for 0.12% of the portfolio, ranked #69.

Ballentine Partners first reported a position in GS in Q3 2013 and has held it in 52 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Ballentine Partners held 9,420 shares of Goldman Sachs worth $9.53M as of Q2 2026.
  • Ballentine Partners sold 171 Goldman Sachs shares in Q2 2026, an estimated $167K.
  • Goldman Sachs made up 0.12% of Ballentine Partners's portfolio in Q2 2026, its #69 holding.
  • Ballentine Partners first reported a position in Goldman Sachs in Q3 2013 and has held it in 52 quarters since.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.