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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrett & Company's GS Position: Q2 2026 in Review

Barrett & Company increased its Goldman Sachs (GS) stake by 34% in Q2 2026, buying an estimated $98.5K and bringing the position to 397 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #108.

Barrett & Company first reported a position in GS in Q3 2022 and has held it in 16 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Barrett & Company held 397 shares of Goldman Sachs worth $402K as of Q2 2026.
  • Barrett & Company bought 101 Goldman Sachs shares in Q2 2026, an estimated $98.5K.
  • Goldman Sachs made up 0.11% of Barrett & Company's portfolio in Q2 2026, its #108 holding.
  • Barrett & Company first reported a position in Goldman Sachs in Q3 2022 and has held it in 16 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.