Barrett & Company’s Goldman Sachs GS Stock Holding History

Barrett & Company’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	$269K	Sell	299 -98	-25%	-$100K	0.07%	136
2026 Q2	$402K	Buy	397 +101	+34%	+$98.5K	0.11%	108
2026 Q1	$250K	Buy	296 +2	+0.7%	+$1.78K	0.09%	128
2025 Q4	$259K	Buy	294 +1	+0.3%	+$816	0.09%	130
2025 Q3	$233K	Buy	293 +2	+0.7%	+$1.48K	0.08%	138
2025 Q2	$206K	Buy	291 +1	+0.3%	+$579	0.08%	140
2025 Q1	$159K	Buy	290 +2	+0.7%	+$1.2K	0.07%	153
2024 Q4	$165K	Buy	288 +1	+0.3%	+$558	0.07%	149
2024 Q3	$142K	Sell	287 -48	-14%	-$23.5K	0.06%	162
2024 Q2	$152K	Buy	335 +1	+0.3%	+$439	0.07%	154
2024 Q1	$139K	Buy	334 +2	+0.6%	+$776	0.07%	160
2023 Q4	$128K	Buy	332 +1	+0.3%	+$334	0.07%	160
2023 Q3	$107K	Sell	331 -37	-10%	-$12.4K	0.06%	172
2023 Q2	$119K	Buy	368 +1	+0.3%	+$329	0.07%	167
2023 Q1	$120K	Buy	367 +1	+0.3%	+$348	0.08%	159
2022 Q4	$126K	Hold	366	–	–	0.08%	144
2022 Q3	$126K	Buy	+366	New	+$119K	0.08%	144

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Barrett & Company's GS Position: Q3 2026 in Review

Barrett & Company reduced its Goldman Sachs (GS) stake by 25% in Q3 2026, selling an estimated $100K and leaving 299 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #136.

Barrett & Company first reported a position in GS in Q3 2022 and has held it in 17 quarters since. The position peaked at $402K in Q2 2026. 855 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Barrett & Company held 299 shares of Goldman Sachs worth $269K as of Q3 2026.
Barrett & Company sold 98 Goldman Sachs shares in Q3 2026, an estimated $100K.
Goldman Sachs made up 0.07% of Barrett & Company's portfolio in Q3 2026, its #136 holding.
Barrett & Company first reported a position in Goldman Sachs in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's Goldman Sachs position peaked at $402K in Q2 2026.
855 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.