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Basepoint Wealth’s Goldman Sachs GS Stock Holding History

Basepoint Wealth’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 		$552K Sell
546
-42
-7% -$40.9K 0.32% 57
2026
Q1 		$498K Sell
588
-3
-0.5% -$2.68K 0.28% 56
2025
Q4 		$520K Sell
591
-384
-39% -$313K 0.32% 50
2025
Q3 		$776K Sell
975
-154
-14% -$114K 0.55% 32
2025
Q2 		$799K Sell
1,129
-163
-13% -$94.5K 0.62% 31
2025
Q1 		$706K Sell
1,292
-483
-27% -$291K 0.55% 34
2024
Q4 		$1.02M Sell
1,775
-1,141
-39% -$636K 0.81% 24
2024
Q3 		$1.44M Sell
2,916
-858
-23% -$420K 1.06% 16
2024
Q2 		$1.71M Sell
3,774
-1,274
-25% -$559K 1.35% 13
2024
Q1 		$2.11M Sell
5,048
-796
-14% -$309K 1.59% 11
2023
Q4 		$2.25M Buy
5,844
+289
+5% +$96.5K 1.81% 10
2023
Q3 		$1.8M Buy
5,555
+457
+9% +$153K 1.47% 13
2023
Q2 		$1.64M Buy
5,098
+394
+8% +$130K 1.36% 13
2023
Q1 		$1.54M Buy
4,704
+515
+12% +$179K 1.28% 14
2022
Q4 		$1.44M Buy
4,189
+213
+5% +$74.2K 1.27% 13
2022
Q3 		$1.17M Buy
3,976
+823
+26% +$267K 1.24% 15
2022
Q2 		$937K Buy
3,153
+2,027
+180% +$631K 0.98% 20
2022
Q1 		$372K Sell
1,126
-14
-1% -$4.95K 0.34% 43
2021
Q4 		$436K Buy
+1,140
New +$451K 0.43% 41

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

Basepoint Wealth's GS Position: Q2 2026 in Review

Basepoint Wealth reduced its Goldman Sachs (GS) stake by 7.1% in Q2 2026, selling an estimated $40.9K and leaving 546 shares worth $552K. The position accounts for 0.32% of the portfolio, ranked #57.

Basepoint Wealth first reported a position in GS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q4 2023. 3,172 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Basepoint Wealth held 546 shares of Goldman Sachs worth $552K as of Q2 2026.
  • Basepoint Wealth sold 42 Goldman Sachs shares in Q2 2026, an estimated $40.9K.
  • Goldman Sachs made up 0.32% of Basepoint Wealth's portfolio in Q2 2026, its #57 holding.
  • Basepoint Wealth first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's Goldman Sachs position peaked at $2.25M in Q4 2023.
  • 3,172 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.