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Castle Wealth Management’s Goldman Sachs GS Stock Holding History

Castle 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 		$1.74M Sell
1,723
-46
-3% -$44.8K 0.52% 48
2026
Q1 		$1.5M Buy
1,769
+56
+3% +$50K 0.49% 47
2025
Q4 		$1.51M Sell
1,713
-183
-10% -$149K 0.5% 50
2025
Q3 		$1.51M Sell
1,896
-167
-8% -$124K 0.51% 49
2025
Q2 		$1.46M Buy
2,063
+32
+2% +$18.5K 0.53% 49
2025
Q1 		$1.11M Buy
2,031
+88
+5% +$53K 0.43% 54
2024
Q4 		$1.11M Buy
1,943
+581
+43% +$324K 0.44% 54
2024
Q3 		$674K Buy
+1,362
New +$666K 0.27% 69
2022
Q4 		– Sell
-183
Closed -$54K – 319
2022
Q3 		$54K Buy
183
+50
+38% +$16.2K 0.03% 205
2022
Q2 		$40K Buy
+133
New +$41.4K 0.02% 237

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

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

Castle Wealth Management reduced its Goldman Sachs (GS) stake by 2.6% in Q2 2026, selling an estimated $44.8K and leaving 1,723 shares worth $1.74M. The position accounts for 0.52% of the portfolio, ranked #48.

Castle Wealth Management first reported a position in GS in Q2 2022 and has held it in 10 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Castle Wealth Management held 1,723 shares of Goldman Sachs worth $1.74M as of Q2 2026.
  • Castle Wealth Management sold 46 Goldman Sachs shares in Q2 2026, an estimated $44.8K.
  • Goldman Sachs made up 0.52% of Castle Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Castle Wealth Management first reported a position in Goldman Sachs in Q2 2022 and has held it in 10 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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