BWP
GS icon

Bernardo Wealth Planning’s Goldman Sachs GS Stock Holding History

Bernardo Wealth Planning’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 		$268K Buy
+265
New +$258K 0.05% 116

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

Bernardo Wealth Planning's GS Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in Goldman Sachs (GS) in Q2 2026: 265 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings.

3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Bernardo Wealth Planning held 265 shares of Goldman Sachs worth $268K as of Q2 2026.
  • Goldman Sachs was a new Bernardo Wealth Planning position in Q2 2026.
  • Goldman Sachs made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #116 holding.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.