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Bullock Wealth Management’s Goldman Sachs GS Stock Holding History

Bullock 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 		$667K Sell
654
-10
-2% -$9.75K 0.29% 88
2026
Q1 		$571K Sell
664
-7
-1% -$6.25K 0.29% 84
2025
Q4 		$590K Buy
671
+5
+0.8% +$4.08K 0.29% 81
2025
Q3 		$523K Buy
666
+87
+15% +$64.5K 0.26% 90
2025
Q2 		$409K Buy
579
+33
+6% +$19.1K 0.22% 101
2025
Q1 		$299K Buy
546
+6
+1% +$3.61K 0.17% 115
2024
Q4 		$309K Buy
540
+45
+9% +$25.1K 0.18% 110
2024
Q3 		$243K Buy
495
+58
+13% +$28.4K 0.15% 122
2024
Q2 		$202K Buy
437
+297
+212% +$130K 0.13% 131
2024
Q1 		$58K Buy
+140
New +$54.3K 0.04% 234

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

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

Bullock Wealth Management reduced its Goldman Sachs (GS) stake by 1.5% in Q2 2026, selling an estimated $9.75K and leaving 654 shares worth $667K. The position accounts for 0.29% of the portfolio, ranked #88.

Bullock Wealth Management first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,185 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Bullock Wealth Management held 654 shares of Goldman Sachs worth $667K as of Q2 2026.
  • Bullock Wealth Management sold 10 Goldman Sachs shares in Q2 2026, an estimated $9.75K.
  • Goldman Sachs made up 0.29% of Bullock Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Bullock Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,185 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.