Betterment LLC’s Goldman Sachs GS Stock Holding History

Betterment LLC’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	$1.55M	Buy	1,534 +39	+3%	+$38K	﹤0.01%	291
2026 Q1	$1.26M	Buy	1,495 +883	+144%	+$788K	﹤0.01%	291
2025 Q4	$538K	Sell	612 -10	-2%	-$8.16K	﹤0.01%	388
2025 Q3	$495K	Buy	622 +28	+5%	+$20.7K	﹤0.01%	388
2025 Q2	$420K	Sell	594 -1	-0.2%	-$579	﹤0.01%	388
2025 Q1	$325K	Buy	595 +23	+4%	+$13.8K	﹤0.01%	394
2024 Q4	$328K	Buy	572 +8	+1%	+$4.46K	﹤0.01%	372
2024 Q3	$279K	Buy	564 +6	+1%	+$2.94K	﹤0.01%	379
2024 Q2	$252K	Buy	+558	New	+$245K	﹤0.01%	362

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

Betterment LLC's GS Position: Q2 2026 in Review

Betterment LLC increased its Goldman Sachs (GS) stake by 2.6% in Q2 2026, buying an estimated $38K and bringing the position to 1,534 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Betterment LLC first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Betterment LLC held 1,534 shares of Goldman Sachs worth $1.55M as of Q2 2026.
Betterment LLC bought 39 Goldman Sachs shares in Q2 2026, an estimated $38K.
Goldman Sachs made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #291 holding.
Betterment LLC first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.