Barlow Wealth Partners
GS icon

Barlow Wealth Partners’s Goldman Sachs GS Stock Holding History

Barlow Wealth 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
Q3 		$257K Hold
286
– – 0.03% 128
2026
Q2 		$294K Hold
286
– – 0.03% 123
2026
Q1 		$265K Hold
286
– – 0.03% 120
2025
Q4 		$269K Hold
286
– – 0.03% 119
2025
Q3 		$213K Hold
286
– – 0.02% 128
2025
Q2 		$205K Buy
+286
New +$166K 0.02% 133

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barlow Wealth Partners's GS Position: Q3 2026 in Review

Barlow Wealth Partners held its Goldman Sachs (GS) position steady in Q3 2026 at 286 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #128.

Barlow Wealth Partners first reported a position in GS in Q2 2025 and has held it in 6 quarters since. The position peaked at $294K in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Barlow Wealth Partners held 286 shares of Goldman Sachs worth $257K as of Q3 2026.
  • Barlow Wealth Partners left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.03% of Barlow Wealth Partners's portfolio in Q3 2026, its #128 holding.
  • Barlow Wealth Partners first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • Barlow Wealth Partners's Goldman Sachs position peaked at $294K in Q2 2026.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.