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Bay Harbor Wealth Management’s Goldman Sachs GS Stock Holding History

Bay Harbor 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 		$69.3K Buy
68
+12
+21% +$11.7K 0.02% 132
2026
Q1 		$47.7K Buy
56
+6
+12% +$5.35K 0.01% 121
2025
Q4 		$44.1K Buy
50
+7
+16% +$5.71K 0.01% 113
2025
Q3 		$34.3K Buy
43
+5
+13% +$3.71K 0.01% 114
2025
Q2 		$26.8K Buy
38
+3
+9% +$1.74K 0.01% 120
2025
Q1 		$19K Buy
35
+6
+21% +$3.61K 0.01% 117
2024
Q4 		$16.4K Buy
29
+1
+4% +$558 0.01% 119
2024
Q3 		$14.1K Hold
28
– – ﹤0.01% 115
2024
Q2 		$12.8K Hold
28
– – ﹤0.01% 114
2024
Q1 		$11.8K Buy
28
+1
+4% +$388 ﹤0.01% 116
2023
Q4 		$10.8K Hold
27
– – ﹤0.01% 114
2023
Q3 		$8.98K Sell
27
-1
-4% -$334 ﹤0.01% 111
2023
Q2 		$8.88K Buy
28
+1
+4% +$329 ﹤0.01% 113
2023
Q1 		$8.94K Hold
27
– – ﹤0.01% 110
2022
Q4 		$9K Hold
27
– – ﹤0.01% 132
2022
Q3 		$8K Hold
27
– – ﹤0.01% 139
2022
Q2 		$8K Hold
27
– – ﹤0.01% 140
2022
Q1 		$9K Buy
+27
New +$9.54K ﹤0.01% 137
2021
Q1 		– Sell
-31
Closed -$8K – 301
2020
Q4 		$8K Hold
31
– – ﹤0.01% 245
2020
Q3 		$6K Hold
31
– – ﹤0.01% 247
2020
Q2 		$6K Hold
31
– – ﹤0.01% 234
2020
Q1 		$5K Hold
31
– – ﹤0.01% 229
2019
Q4 		$7K Hold
31
– – ﹤0.01% 241
2019
Q3 		$6K Hold
31
– – ﹤0.01% 259
2019
Q2 		$6K Hold
31
– – ﹤0.01% 259
2019
Q1 		$6K Hold
31
– – ﹤0.01% 292
2018
Q4 		$5K Buy
+31
New +$6.25K ﹤0.01% 285

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bay Harbor Wealth Management's GS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Goldman Sachs (GS) stake by 21% in Q2 2026, buying an estimated $11.7K and bringing the position to 68 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #132.

Bay Harbor Wealth Management first reported a position in GS in Q4 2018 and has held it in 27 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Bay Harbor Wealth Management held 68 shares of Goldman Sachs worth $69.3K as of Q2 2026.
  • Bay Harbor Wealth Management bought 12 Goldman Sachs shares in Q2 2026, an estimated $11.7K.
  • Goldman Sachs made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Bay Harbor Wealth Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 27 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.