Bedel Financial Consulting’s Goldman Sachs GS Stock Holding History

Bedel Financial Consulting’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	$432K	Hold	427	–	–	0.04%	193
2026 Q1	$361K	Buy	427 +35	+9%	+$31.2K	0.04%	204
2025 Q4	$345K	Sell	392 -5	-1%	-$4.08K	0.04%	205
2025 Q3	$316K	Hold	397	–	–	0.04%	214
2025 Q2	$281K	Hold	397	–	–	0.04%	225
2025 Q1	$218K	Buy	397 +24	+6%	+$14.4K	0.03%	246
2024 Q4	$241K	Buy	+373	New	+$208K	0.03%	231
2022 Q2	–	Sell	-356	Closed	-$118K	–	462
2022 Q1	$118K	Sell	356 -64	-15%	-$22.6K	0.04%	247
2021 Q4	$161K	Buy	420 +64	+18%	+$25.3K	0.05%	213
2021 Q3	$135K	Hold	356	–	–	0.05%	225
2021 Q2	$135K	Buy	356 +50	+16%	+$17.9K	0.05%	228
2021 Q1	$100K	Buy	306 +100	+49%	+$31.1K	0.04%	256
2020 Q4	$54K	Hold	206	–	–	0.02%	306
2020 Q3	$41K	Hold	206	–	–	0.02%	329
2020 Q2	$41K	Hold	206	–	–	0.02%	302
2020 Q1	$32K	Sell	206 -445	-68%	-$94.5K	0.02%	323
2019 Q4	$150K	Buy	651 +12	+2%	+$2.6K	0.09%	168
2019 Q3	$132K	Hold	639	–	–	0.08%	176
2019 Q2	$131K	Hold	639	–	–	0.08%	177
2019 Q1	$123K	Hold	639	–	–	0.08%	175
2018 Q4	$107K	Hold	639	–	–	0.08%	172
2018 Q3	$141K	Hold	639	–	–	0.09%	161
2018 Q2	$141K	Hold	639	–	–	0.1%	161
2018 Q1	$161K	Buy	+639	New	+$166K	0.12%	151

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bedel Financial Consulting's GS Position: Q2 2026 in Review

Bedel Financial Consulting held its Goldman Sachs (GS) position steady in Q2 2026 at 427 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #193.

Bedel Financial Consulting first reported a position in GS in Q1 2018 and has held it in 24 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Bedel Financial Consulting held 427 shares of Goldman Sachs worth $432K as of Q2 2026.
Bedel Financial Consulting left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #193 holding.
Bedel Financial Consulting first reported a position in Goldman Sachs in Q1 2018 and has held it in 24 quarters since.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.