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Cahaba Wealth Management’s Goldman Sachs GS Stock Holding History

Cahaba 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 		$317K Buy
313
+10
+3% +$9.75K 0.02% 127
2026
Q1 		$257K Sell
303
-21
-6% -$18.7K 0.02% 130
2025
Q4 		$285K Hold
324
– – 0.02% 117
2025
Q3 		$258K Sell
324
-71
-18% -$52.6K 0.02% 128
2025
Q2 		$280K Sell
395
-100
-20% -$57.9K 0.02% 126
2025
Q1 		$271K Buy
495
+41
+9% +$24.7K 0.02% 122
2024
Q4 		$260K Hold
454
– – 0.02% 128
2024
Q3 		$225K Sell
454
-7
-2% -$3.42K 0.02% 135
2024
Q2 		$209K Buy
+461
New +$202K 0.02% 142
2023
Q1 		– Sell
-621
Closed -$213K – 147
2022
Q4 		$213K Buy
+621
New +$216K 0.03% 137
2022
Q2 		– Sell
-743
Closed -$226K – 137
2022
Q1 		$226K Sell
743
-25
-3% -$8.83K 0.03% 132
2021
Q4 		$294K Sell
768
-14
-2% -$5.54K 0.04% 119
2021
Q3 		$295K Buy
+782
New +$305K 0.04% 110

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

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

Cahaba Wealth Management increased its Goldman Sachs (GS) stake by 3.3% in Q2 2026, buying an estimated $9.75K and bringing the position to 313 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #127.

Cahaba Wealth Management first reported a position in GS in Q3 2021 and has held it in 13 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cahaba Wealth Management held 313 shares of Goldman Sachs worth $317K as of Q2 2026.
  • Cahaba Wealth Management bought 10 Goldman Sachs shares in Q2 2026, an estimated $9.75K.
  • Goldman Sachs made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Cahaba Wealth Management first reported a position in Goldman Sachs in Q3 2021 and has held it in 13 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.