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Connecticut Wealth Management’s Goldman Sachs GS Stock Holding History

Connecticut 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 		$1.11M Hold
1,099
– – 0.04% 150
2026
Q1 		$930K Buy
1,099
+11
+1% +$9.81K 0.04% 162
2025
Q4 		$957K Hold
1,088
– – 0.04% 162
2025
Q3 		$867K Sell
1,088
-19
-2% -$14.1K 0.04% 167
2025
Q2 		$783K Sell
1,107
-54
-5% -$31.3K 0.04% 173
2025
Q1 		$634K Buy
1,161
+8
+0.7% +$4.81K 0.03% 191
2024
Q4 		$660K Sell
1,153
-94
-8% -$52.4K 0.03% 164
2024
Q3 		$617K Buy
1,247
+153
+14% +$74.8K 0.03% 199
2024
Q2 		$495K Buy
1,094
+7
+0.6% +$3.07K 0.03% 213
2024
Q1 		$454K Sell
1,087
-3
-0.3% -$1.16K 0.02% 220
2023
Q4 		$420K Buy
1,090
+50
+5% +$16.7K 0.02% 226
2023
Q3 		$337K Sell
1,040
-95
-8% -$31.7K 0.02% 206
2023
Q2 		$366K Buy
1,135
+203
+22% +$66.7K 0.03% 180
2023
Q1 		$305K Sell
932
-16
-2% -$5.57K 0.02% 194
2022
Q4 		$326K Buy
948
+35
+4% +$12.2K 0.03% 151
2022
Q3 		$268K Buy
913
+209
+30% +$67.7K 0.03% 159
2022
Q2 		$209K Buy
704
+19
+3% +$5.92K 0.02% 175
2022
Q1 		$226K Buy
+685
New +$242K 0.02% 176
2017
Q4 		– Sell
-1,006
Closed -$244K – 62
2017
Q3 		$244K Hold
1,006
– – 0.14% 55
2017
Q2 		$227K Hold
1,006
– – 0.14% 56
2017
Q1 		$229K Hold
1,006
– – 0.14% 54
2016
Q4 		$247K Buy
+1,006
New +$204K 0.16% 53

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

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

Connecticut Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 1,099 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #150.

Connecticut Wealth Management first reported a position in GS in Q4 2016 and has held it in 22 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Connecticut Wealth Management held 1,099 shares of Goldman Sachs worth $1.11M as of Q2 2026.
  • Connecticut Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Connecticut Wealth Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 22 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.