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Brown Wealth Management’s Goldman Sachs GS Stock Holding History

Brown 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 		$289K Buy
286
+8
+3% +$7.8K 0.06% 109
2026
Q1 		$235K Buy
278
+25
+10% +$22.3K 0.06% 111
2025
Q4 		$222K Buy
+253
New +$206K 0.06% 104

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Brown Wealth Management's GS Position: Q2 2026 in Review

Brown Wealth Management increased its Goldman Sachs (GS) stake by 2.9% in Q2 2026, buying an estimated $7.8K and bringing the position to 286 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #109.

Brown Wealth Management first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Brown Wealth Management held 286 shares of Goldman Sachs worth $289K as of Q2 2026.
  • Brown Wealth Management bought 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
  • Goldman Sachs made up 0.06% of Brown Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Brown Wealth Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.