Brown Shipley & Co’s Goldman Sachs GS Stock Holding History

Brown Shipley & Co’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
2025 Q2	–	Sell	-88	Closed	-$48.1K	–	75
2025 Q1	$48.1K	Hold	88	–	–	0.03%	51
2024 Q4	$50.4K	Sell	88 -23	-21%	-$12.8K	0.03%	52
2024 Q3	$55K	Sell	111 -196	-64%	-$95.9K	0.03%	55
2024 Q2	$139K	Sell	307 -2,421	-89%	-$1.06M	0.06%	44
2024 Q1	$1.13M	Sell	2,728 -277	-9%	-$107K	0.35%	34
2023 Q4	$1.16M	Sell	3,005 -16	-0.5%	-$5.34K	0.57%	31
2023 Q3	$978K	Sell	3,021 -13	-0.4%	-$4.34K	0.54%	31
2023 Q2	$979K	Sell	3,034 -174	-5%	-$57.2K	0.4%	38
2023 Q1	$1.05M	Buy	+3,208	New	+$1.12M	0.68%	31

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Shipley & Co's GS Position: Q2 2025 in Review

Brown Shipley & Co sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 88 shares — an estimated $48.1K sold.

Brown Shipley & Co first reported a position in GS in Q1 2023 and held it in 9 quarters. The position peaked at $1.16M in Q4 2023. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Brown Shipley & Co reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
Brown Shipley & Co sold 88 Goldman Sachs shares in Q2 2025, an estimated $48.1K.
Brown Shipley & Co first reported a position in Goldman Sachs in Q1 2023 and held it in 9 quarters.
Brown Shipley & Co's Goldman Sachs position peaked at $1.16M in Q4 2023.
2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Brown Shipley & Co's 13F filing for Q2 2025, filed 18 Jul 2025.