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Beaumont Asset Management’s Goldman Sachs GS Stock Holding History

Beaumont Asset 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 		$2.68M Sell
2,650
-7
-0.3% -$6.83K 1.04% 19
2026
Q1 		$2.25M Buy
2,657
+13
+0.5% +$11.6K 1.01% 24
2025
Q4 		$2.32M Sell
2,644
-59
-2% -$48.1K 1.16% 20
2025
Q3 		$2.15M Sell
2,703
-47
-2% -$34.8K 1.08% 21
2025
Q2 		$1.95M Buy
2,750
+29
+1% +$16.8K 1.05% 21
2025
Q1 		$1.49M Buy
2,721
+5
+0.2% +$3.01K 0.9% 21
2024
Q4 		$1.56M Sell
2,716
-57
-2% -$31.8K 0.9% 21
2024
Q3 		$1.37M Buy
2,773
+40
+1% +$19.6K 0.8% 24
2024
Q2 		$1.24M Buy
2,733
+14
+0.5% +$6.14K 0.79% 23
2024
Q1 		$1.14M Buy
2,719
+148
+6% +$57.4K 0.76% 27
2023
Q4 		$992K Sell
2,571
-7
-0.3% -$2.34K 0.7% 31
2023
Q3 		$834K Buy
2,578
+3
+0.1% +$1K 0.69% 31
2023
Q2 		$831K Sell
2,575
-56
-2% -$18.4K 0.63% 35
2023
Q1 		$861K Sell
2,631
-57
-2% -$19.8K 0.63% 33
2022
Q4 		$923K Buy
2,688
+20
+0.7% +$6.96K 0.68% 31
2022
Q3 		$781K Sell
2,668
-15
-0.6% -$4.86K 0.62% 34
2022
Q2 		$796K Buy
+2,683
New +$835K 0.6% 35
2020
Q4 		– Sell
-4,020
Closed -$807K – 64
2020
Q3 		$807K Buy
+4,020
New +$818K 0.81% 25

Other funds holding GS

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Beaumont Asset Management's GS Position: Q2 2026 in Review

Beaumont Asset Management reduced its Goldman Sachs (GS) stake by 0.26% in Q2 2026, selling an estimated $6.83K and leaving 2,650 shares worth $2.68M. The position accounts for 1.04% of the portfolio, ranked #19.

Beaumont Asset Management first reported a position in GS in Q3 2020 and has held it in 18 quarters since. 907 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Beaumont Asset Management held 2,650 shares of Goldman Sachs worth $2.68M as of Q2 2026.
  • Beaumont Asset Management sold 7 Goldman Sachs shares in Q2 2026, an estimated $6.83K.
  • Goldman Sachs made up 1.04% of Beaumont Asset Management's portfolio in Q2 2026, its #19 holding.
  • Beaumont Asset Management first reported a position in Goldman Sachs in Q3 2020 and has held it in 18 quarters since.
  • 907 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.