CCWM
GS icon

Cassaday & Co Wealth Management’s Goldman Sachs GS Stock Holding History

Cassaday & Co 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 		$1.51M Buy
1,490
+2
+0.1% +$1.95K 0.03% 119
2026
Q1 		$1.26M Sell
1,488
-40
-3% -$35.7K 0.03% 117
2025
Q4 		$1.34M Buy
1,528
+40
+3% +$32.6K 0.03% 113
2025
Q3 		$1.18M Buy
1,488
+13
+0.9% +$9.63K 0.03% 120
2025
Q2 		$1.04M Sell
1,475
-9
-0.6% -$5.21K 0.03% 125
2025
Q1 		$811K Sell
1,484
-16
-1% -$9.63K 0.02% 137
2024
Q4 		$859K Buy
1,500
+5
+0.3% +$2.79K 0.02% 131
2024
Q3 		$740K Sell
1,495
-5
-0.3% -$2.45K 0.02% 145
2024
Q2 		$678K Buy
1,500
+11
+0.7% +$4.83K 0.02% 147
2024
Q1 		$622K Buy
1,489
+18
+1% +$6.99K 0.02% 152
2023
Q4 		$567K Buy
1,471
+152
+12% +$50.7K 0.02% 154
2023
Q3 		$427K Sell
1,319
-706
-35% -$236K 0.02% 163
2023
Q2 		$653K Sell
2,025
-47
-2% -$15.5K 0.03% 128
2023
Q1 		$678K Buy
2,072
+56
+3% +$19.5K 0.03% 131
2022
Q4 		$692K Buy
+2,016
New +$702K 0.03% 124

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

Cassaday & Co Wealth Management's GS Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Goldman Sachs (GS) stake by 0.13% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,490 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #119.

Cassaday & Co Wealth Management first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,490 shares of Goldman Sachs worth $1.51M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Cassaday & Co Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.