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Concord Wealth Partners’s Goldman Sachs GS Stock Holding History

Concord Wealth Partners’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 		$5.72M Buy
5,652
+141
+3% +$137K 0.65% 34
2026
Q1 		$4.66M Sell
5,511
-390
-7% -$348K 0.61% 36
2025
Q4 		$5.19M Buy
5,901
+259
+5% +$211K 0.67% 31
2025
Q3 		$4.49M Buy
5,642
+195
+4% +$144K 0.62% 31
2025
Q2 		$3.86M Buy
5,447
+538
+11% +$312K 0.56% 38
2025
Q1 		$2.68M Buy
4,909
+163
+3% +$98.1K 0.44% 60
2024
Q4 		$2.72M Buy
4,746
+578
+14% +$322K 0.45% 56
2024
Q3 		$2.06M Buy
4,168
+465
+13% +$227K 0.34% 64
2024
Q2 		$1.67M Buy
3,703
+751
+25% +$330K 0.3% 69
2024
Q1 		$1.23M Buy
2,952
+221
+8% +$85.8K 0.22% 87
2023
Q4 		$1.05M Buy
2,731
+216
+9% +$72.1K 0.21% 90
2023
Q3 		$814K Buy
2,515
+521
+26% +$174K 0.17% 87
2023
Q2 		$643K Buy
1,994
+926
+87% +$304K 0.14% 95
2023
Q1 		$349K Buy
1,068
+337
+46% +$117K 0.1% 109
2022
Q4 		$251K Sell
731
-801
-52% -$279K 0.08% 142
2022
Q3 		$449K Sell
1,532
-60
-4% -$19.4K 0.14% 95
2022
Q2 		$473K Buy
1,592
+384
+32% +$120K 0.13% 104
2022
Q1 		$399K Buy
1,208
+107
+10% +$37.8K 0.1% 119
2021
Q4 		$421K Buy
1,101
+756
+219% +$299K 0.1% 113
2021
Q3 		$130K Sell
345
-657
-66% -$257K 0.05% 114
2021
Q2 		$380K Buy
1,002
+341
+52% +$122K 0.11% 85
2021
Q1 		$216K Buy
661
+612
+1,249% +$191K 0.07% 122
2020
Q4 		$13K Buy
+49
New +$10.9K 0.01% 346

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

Concord Wealth Partners's GS Position: Q2 2026 in Review

Concord Wealth Partners increased its Goldman Sachs (GS) stake by 2.6% in Q2 2026, buying an estimated $137K and bringing the position to 5,652 shares worth $5.72M. The position accounts for 0.65% of the portfolio, ranked #34.

Concord Wealth Partners first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Concord Wealth Partners held 5,652 shares of Goldman Sachs worth $5.72M as of Q2 2026.
  • Concord Wealth Partners bought 141 Goldman Sachs shares in Q2 2026, an estimated $137K.
  • Goldman Sachs made up 0.65% of Concord Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Concord Wealth Partners first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.