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Clearstead Trust’s Goldman Sachs GS Stock Holding History

Clearstead Trust’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 		$33.4K Hold
33
– – ﹤0.01% 374
2026
Q1 		$27.9K Hold
33
– – ﹤0.01% 388
2025
Q4 		$29K Sell
33
-11
-25% -$8.98K ﹤0.01% 399
2025
Q3 		$35K Hold
44
– – 0.01% 361
2025
Q2 		$31.1K Buy
+44
New +$25.5K 0.01% 361
2019
Q1 		– Sell
-30
Closed -$5K – 210
2018
Q4 		$5K Sell
30
-64
-68% -$12.9K ﹤0.01% 200
2018
Q3 		$21K Buy
+94
New +$21.9K 0.02% 152

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

Clearstead Trust's GS Position: Q2 2026 in Review

Clearstead Trust held its Goldman Sachs (GS) position steady in Q2 2026 at 33 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Clearstead Trust first reported a position in GS in Q3 2018 and has held it in 7 quarters since. The position peaked at $35K in Q3 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Clearstead Trust held 33 shares of Goldman Sachs worth $33.4K as of Q2 2026.
  • Clearstead Trust left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #374 holding.
  • Clearstead Trust first reported a position in Goldman Sachs in Q3 2018 and has held it in 7 quarters since.
  • Clearstead Trust's Goldman Sachs position peaked at $35K in Q3 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.