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Buck Wealth Strategies’s Goldman Sachs GS Stock Holding History

Buck Wealth Strategies’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 		$12.5M Buy
12,386
+451
+4% +$440K 1.31% 26
2026
Q1 		$10.1M Buy
11,935
+297
+3% +$265K 1.25% 36
2025
Q4 		$10.2M Buy
11,638
+10,770
+1,241% +$8.79M 1.3% 33
2025
Q3 		$691K Buy
868
+520
+149% +$385K 0.09% 99
2025
Q2 		$246K Buy
+348
New +$202K 0.04% 140

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Buck Wealth Strategies's GS Position: Q2 2026 in Review

Buck Wealth Strategies increased its Goldman Sachs (GS) stake by 3.8% in Q2 2026, buying an estimated $440K and bringing the position to 12,386 shares worth $12.5M. The position accounts for 1.31% of the portfolio, ranked #26.

Buck Wealth Strategies first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Buck Wealth Strategies held 12,386 shares of Goldman Sachs worth $12.5M as of Q2 2026.
  • Buck Wealth Strategies bought 451 Goldman Sachs shares in Q2 2026, an estimated $440K.
  • Goldman Sachs made up 1.31% of Buck Wealth Strategies's portfolio in Q2 2026, its #26 holding.
  • Buck Wealth Strategies first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.