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Burton Enright Welch’s Goldman Sachs GS Stock Holding History

Burton Enright Welch’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 		$296K Sell
293
-98
-25% -$95.5K 0.03% 123
2026
Q1 		$331K Buy
391
+101
+35% +$90.1K 0.05% 112
2025
Q4 		$255K Buy
290
+17
+6% +$13.9K 0.04% 116
2025
Q3 		$217K Buy
+273
New +$202K 0.03% 122

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Burton Enright Welch's GS Position: Q2 2026 in Review

Burton Enright Welch reduced its Goldman Sachs (GS) stake by 25% in Q2 2026, selling an estimated $95.5K and leaving 293 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #123.

Burton Enright Welch first reported a position in GS in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Burton Enright Welch held 293 shares of Goldman Sachs worth $296K as of Q2 2026.
  • Burton Enright Welch sold 98 Goldman Sachs shares in Q2 2026, an estimated $95.5K.
  • Goldman Sachs made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #123 holding.
  • Burton Enright Welch first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • Burton Enright Welch's Goldman Sachs position peaked at $331K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.