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Cherrydale Wealth Management’s Goldman Sachs GS Stock Holding History

Cherrydale 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 		$460K Hold
454
– – 0.12% 51
2026
Q1 		$384K Buy
454
+3
+0.7% +$2.68K 0.12% 49
2025
Q4 		$397K Hold
451
– – 0.12% 48
2025
Q3 		$359K Hold
451
– – 0.11% 55
2025
Q2 		$319K Buy
451
+1
+0.2% +$579 0.11% 53
2025
Q1 		$246K Sell
450
-1
-0.2% -$602 0.1% 55
2024
Q4 		$258K Buy
451
+1
+0.2% +$558 0.1% 56
2024
Q3 		$223K Hold
450
– – 0.09% 59
2024
Q2 		$204K Buy
+450
New +$197K 0.09% 62

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

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

Cherrydale Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 454 shares worth $460K. The position accounts for 0.12% of the portfolio, ranked #51.

Cherrydale Wealth Management first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cherrydale Wealth Management held 454 shares of Goldman Sachs worth $460K as of Q2 2026.
  • Cherrydale Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.12% of Cherrydale Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Cherrydale Wealth Management first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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