Baron Wealth Management
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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
Q3 		$505K Sell
560
-4
-0.7% -$4.09K 0.13% 115
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Baron Wealth Management's GS Position: Q3 2026 in Review

Baron Wealth Management reduced its Goldman Sachs (GS) stake by 0.71% in Q3 2026, selling an estimated $4.09K and leaving 560 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #115.

Baron Wealth Management first reported a position in GS in Q4 2023 and has held it in 12 quarters since. The position peaked at $623K in Q4 2025. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Baron Wealth Management held 560 shares of Goldman Sachs worth $505K as of Q3 2026.
  • Baron Wealth Management sold 4 Goldman Sachs shares in Q3 2026, an estimated $4.09K.
  • Goldman Sachs made up 0.13% of Baron Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Baron Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 12 quarters since.
  • Baron Wealth Management's Goldman Sachs position peaked at $623K in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.