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BSW Wealth Partners’s Goldman Sachs GS Stock Holding History

BSW Wealth Partners’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 		$1.49M Sell
1,469
-68
-4% -$66.3K 0.17% 75
2026
Q1 		$1.3M Buy
1,537
+41
+3% +$36.6K 0.16% 78
2025
Q4 		$1.32M Sell
1,496
-6
-0.4% -$4.9K 0.16% 79
2025
Q3 		$1.2M Buy
1,502
+63
+4% +$46.7K 0.15% 77
2025
Q2 		$1.02M Buy
1,439
+10
+0.7% +$5.79K 0.14% 89
2025
Q1 		$781K Sell
1,429
-42
-3% -$25.3K 0.12% 103
2024
Q4 		$842K Buy
1,471
+105
+8% +$58.6K 0.12% 101
2024
Q3 		$676K Buy
1,366
+12
+0.9% +$5.87K 0.1% 119
2024
Q2 		$613K Buy
1,354
+18
+1% +$7.9K 0.1% 113
2024
Q1 		$558K Buy
1,336
+6
+0.5% +$2.33K 0.09% 125
2023
Q4 		$513K Sell
1,330
-32
-2% -$10.7K 0.1% 121
2023
Q3 		$441K Sell
1,362
-34
-2% -$11.4K 0.1% 122
2023
Q2 		$450K Sell
1,396
-10
-0.7% -$3.29K 0.09% 120
2023
Q1 		$460K Sell
1,406
-37
-3% -$12.9K 0.09% 147
2022
Q4 		$496K Buy
1,443
+31
+2% +$10.8K 0.11% 136
2022
Q3 		$414K Buy
1,412
+285
+25% +$92.3K 0.1% 136
2022
Q2 		$335K Buy
1,127
+96
+9% +$29.9K 0.08% 170
2022
Q1 		$340K Buy
1,031
+203
+25% +$71.7K 0.09% 184
2021
Q4 		$317K Sell
828
-13
-2% -$5.15K 0.08% 188
2021
Q3 		$318K Buy
+841
New +$328K 0.09% 172

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BSW Wealth Partners's GS Position: Q2 2026 in Review

BSW Wealth Partners reduced its Goldman Sachs (GS) stake by 4.4% in Q2 2026, selling an estimated $66.3K and leaving 1,469 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #75.

BSW Wealth Partners first reported a position in GS in Q3 2021 and has held it in 20 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • BSW Wealth Partners held 1,469 shares of Goldman Sachs worth $1.49M as of Q2 2026.
  • BSW Wealth Partners sold 68 Goldman Sachs shares in Q2 2026, an estimated $66.3K.
  • Goldman Sachs made up 0.17% of BSW Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • BSW Wealth Partners first reported a position in Goldman Sachs in Q3 2021 and has held it in 20 quarters since.
  • 549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.