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Blue Bell Private Wealth Management’s Goldman Sachs GS Stock Holding History

Blue Bell Private Wealth 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 		$195K Sell
193
-25
-11% -$24.4K 0.02% 285
2026
Q1 		$184K Sell
218
-320
-59% -$285K 0.03% 279
2025
Q4 		$473K Sell
538
-99
-16% -$80.8K 0.07% 167
2025
Q3 		$507K Buy
637
+6
+1% +$4.45K 0.08% 152
2025
Q2 		$447K Buy
631
+28
+5% +$16.2K 0.07% 153
2025
Q1 		$329K Buy
603
+284
+89% +$171K 0.06% 168
2024
Q4 		$183K Buy
319
+7
+2% +$3.9K 0.03% 218
2024
Q3 		$154K Buy
312
+23
+8% +$11.3K 0.03% 237
2024
Q2 		$131K Sell
289
-6
-2% -$2.63K 0.03% 245
2024
Q1 		$123K Buy
295
+101
+52% +$39.2K 0.03% 239
2023
Q4 		$74.8K Hold
194
– – 0.02% 267
2023
Q3 		$62.8K Buy
194
+74
+62% +$24.7K 0.02% 245
2023
Q2 		$38.7K Buy
120
+70
+140% +$23K 0.01% 286
2023
Q1 		$16.4K Hold
50
– – ﹤0.01% 339
2022
Q4 		$17.2K Hold
50
– – 0.01% 329
2022
Q3 		$15K Sell
50
-30
-38% -$9.72K 0.01% 336
2022
Q2 		$24K Hold
80
– – 0.01% 292
2022
Q1 		$26K Sell
80
-10
-11% -$3.53K 0.01% 291
2021
Q4 		$34K Buy
+90
New +$35.6K 0.01% 241

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

Blue Bell Private Wealth Management's GS Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Goldman Sachs (GS) stake by 11% in Q2 2026, selling an estimated $24.4K and leaving 193 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #285.

Blue Bell Private Wealth Management first reported a position in GS in Q4 2021 and has held it in 19 quarters since. The position peaked at $507K in Q3 2025. 3,150 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Blue Bell Private Wealth Management held 193 shares of Goldman Sachs worth $195K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Blue Bell Private Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's Goldman Sachs position peaked at $507K in Q3 2025.
  • 3,150 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.