Baron Wealth Management’s Goldman Sachs GS Stock Holding History

Baron 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	$571K	Buy	564 +26	+5%	+$25.3K	0.15%	99
2026 Q1	$455K	Sell	538 -170	-24%	-$152K	0.14%	121
2025 Q4	$623K	Buy	708 +53	+8%	+$43.2K	0.19%	74
2025 Q3	$522K	Buy	655 +23	+4%	+$17K	0.17%	84
2025 Q2	$447K	Buy	632 +138	+28%	+$80K	0.16%	91
2025 Q1	$270K	Sell	494 -59	-11%	-$35.5K	0.12%	146
2024 Q4	$317K	Buy	553 +71	+15%	+$39.6K	0.15%	114
2024 Q3	$239K	Sell	482 -92	-16%	-$45K	0.11%	161
2024 Q2	$260K	Buy	574 +2	+0.3%	+$878	0.13%	133
2024 Q1	$239K	Hold	572	–	–	0.13%	144
2023 Q4	$221K	Buy	+572	New	+$191K	0.12%	151

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Baron Wealth Management's GS Position: Q2 2026 in Review

Baron Wealth Management increased its Goldman Sachs (GS) stake by 4.8% in Q2 2026, buying an estimated $25.3K and bringing the position to 564 shares worth $571K. The position accounts for 0.15% of the portfolio, ranked #99.

Baron Wealth Management first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $623K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Baron Wealth Management held 564 shares of Goldman Sachs worth $571K as of Q2 2026.
Baron Wealth Management bought 26 Goldman Sachs shares in Q2 2026, an estimated $25.3K.
Goldman Sachs made up 0.15% of Baron Wealth Management's portfolio in Q2 2026, its #99 holding.
Baron Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
Baron Wealth Management's Goldman Sachs position peaked at $623K in Q4 2025.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.