Bellevue Asset Management’s Goldman Sachs GS Stock Holding History

Bellevue 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	$152K	Hold	150	–	–	0.07%	97
2026 Q1	$127K	Hold	150	–	–	0.06%	97
2025 Q4	$132K	Hold	150	–	–	0.04%	97
2025 Q3	$119K	Hold	150	–	–	0.06%	100
2025 Q2	$106K	Hold	150	–	–	0.05%	103
2025 Q1	$81.9K	Hold	150	–	–	0.04%	113
2024 Q4	$85.9K	Hold	150	–	–	0.04%	112
2024 Q3	$74.3K	Hold	150	–	–	0.04%	120
2024 Q2	$67.8K	Hold	150	–	–	0.04%	121
2024 Q1	$62.7K	Sell	150 -25	-14%	-$9.7K	0.04%	128
2023 Q4	$67.5K	Hold	175	–	–	0.06%	120
2023 Q3	$56.6K	Hold	175	–	–	0.04%	127
2023 Q2	$56.4K	Hold	175	–	–	0.04%	131
2023 Q1	$57.2K	Sell	175 -50	-22%	-$17.4K	0.04%	134
2022 Q4	$76.8K	Hold	225	–	–	0.06%	113
2022 Q3	$67K	Hold	225	–	–	0.05%	127
2022 Q2	$67K	Hold	225	–	–	0.05%	130
2022 Q1	$75K	Hold	225	–	–	0.05%	135
2021 Q4	$86K	Hold	225	–	–	0.05%	127
2021 Q3	$86K	Sell	225 -50	-18%	-$19.5K	0.05%	128
2021 Q2	$104K	Hold	275	–	–	0.06%	116
2021 Q1	$90K	Hold	275	–	–	0.06%	124
2020 Q4	$77K	Hold	275	–	–	0.05%	135
2020 Q3	$55K	Hold	275	–	–	0.04%	151
2020 Q2	$54K	Hold	275	–	–	0.06%	151
2020 Q1	$50K	Buy	275 +100	+57%	+$21.2K	0.05%	164
2019 Q4	$40K	Buy	+175	New	+$38K	0.03%	175

Other funds holding GS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Bellevue Asset Management held its Goldman Sachs (GS) position steady in Q2 2026 at 150 shares worth $152K. The position accounts for 0.07% of the portfolio, ranked #97.

Bellevue Asset Management first reported a position in GS in Q4 2019 and has held it in 27 quarters since. 3,149 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Bellevue Asset Management held 150 shares of Goldman Sachs worth $152K as of Q2 2026.
Bellevue Asset Management left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.07% of Bellevue Asset Management's portfolio in Q2 2026, its #97 holding.
Bellevue Asset Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
3,149 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.