Baron Silver Stevens Financial Advisors’s Goldman Sachs GS Stock Holding History

Baron Silver Stevens Financial Advisors’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	$350K	Sell	346 -4	-1%	-$3.9K	0.04%	106
2026 Q1	$296K	Sell	350 -21	-6%	-$18.7K	0.04%	108
2025 Q4	$326K	Sell	371 -70	-16%	-$57.1K	0.05%	99
2025 Q3	$351K	Buy	441 +34	+8%	+$25.2K	0.05%	100
2025 Q2	$288K	Buy	+407	New	+$236K	0.05%	108
2023 Q4	–	Sell	-700	Closed	-$226K	–	109
2023 Q3	$226K	Hold	700	–	–	0.05%	96
2023 Q2	$226K	Hold	700	–	–	0.05%	101
2023 Q1	$229K	Hold	700	–	–	0.06%	95
2022 Q4	$240K	Buy	+700	New	+$244K	0.06%	85
2022 Q3	–	Sell	-800	Closed	-$237K	–	119
2022 Q2	$237K	Buy	800 +100	+14%	+$31.1K	0.06%	91
2022 Q1	$230K	Buy	+700	New	+$247K	0.05%	87
2021 Q1	–	Sell	-135	Closed	-$35K	–	214
2020 Q4	$35K	Buy	+135	New	+$30.1K	0.01%	160

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

Baron Silver Stevens Financial Advisors's GS Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Goldman Sachs (GS) stake by 1.1% in Q2 2026, selling an estimated $3.9K and leaving 346 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #106.

Baron Silver Stevens Financial Advisors first reported a position in GS in Q4 2020 and has held it in 12 quarters since. The position peaked at $351K in Q3 2025. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Baron Silver Stevens Financial Advisors held 346 shares of Goldman Sachs worth $350K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
Goldman Sachs made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #106 holding.
Baron Silver Stevens Financial Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 12 quarters since.
Baron Silver Stevens Financial Advisors's Goldman Sachs position peaked at $351K in Q3 2025.
3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.