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Congress Wealth Management’s Goldman Sachs GS Stock Holding History

Congress 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
2025
Q2 		$12.2M Sell
17,305
-38,601
-69% -$22.4M 0.12% 207
2025
Q1 		$30.6M Buy
55,906
+2,707
+5% +$1.63M 0.37% 60
2024
Q4 		$30.5M Sell
53,199
-14,329
-21% -$7.99M 0.42% 54
2024
Q3 		$33.4M Sell
67,528
-491,389
-88% -$240M 0.45% 53
2024
Q2 		$253M Sell
558,917
-93,463
-14% -$41M 4.02% 1
2024
Q1 		$272M Sell
652,380
-930
-0.1% -$361K 4.71% 1
2023
Q4 		$252M Sell
653,310
-12
-0% -$4K 4.63% 1
2023
Q3 		$211M Buy
653,322
+650,918
+27,076% +$217M 4.37% 1
2023
Q2 		$775K Sell
2,404
-186
-7% -$61.1K 0.02% 364
2023
Q1 		$847K Buy
2,590
+185
+8% +$64.4K 0.02% 363
2022
Q4 		$826K Buy
2,405
+2
+0.1% +$696 0.02% 353
2022
Q3 		$705K Sell
2,403
-202
-8% -$65.4K 0.02% 366
2022
Q2 		$773K Buy
2,605
+178
+7% +$55.4K 0.02% 365
2022
Q1 		$802K Buy
2,427
+1,080
+80% +$381K 0.02% 387
2021
Q4 		$515K Buy
+1,347
New +$533K 0.01% 460

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's GS Position: Q2 2025 in Review

Congress Wealth Management reduced its Goldman Sachs (GS) stake by 69% in Q2 2025, selling an estimated $22.4M and leaving 17,305 shares worth $12.2M. The position accounts for 0.12% of the portfolio, ranked #207.

Congress Wealth Management first reported a position in GS in Q4 2021 and has held it in 15 quarters since. The position peaked at $272M in Q1 2024. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Congress Wealth Management held 17,305 shares of Goldman Sachs worth $12.2M as of Q2 2025.
  • Congress Wealth Management sold 38,601 Goldman Sachs shares in Q2 2025, an estimated $22.4M.
  • Goldman Sachs made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #207 holding.
  • Congress Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Goldman Sachs position peaked at $272M in Q1 2024.
  • 2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.