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Cornerstone Wealth Management’s Goldman Sachs GS Stock Holding History

Cornerstone 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
Q3 		$1.78M Buy
1,981
+10
+0.5% +$10.2K 0.07% 230
2026
Q2 		$1.99M Buy
1,971
+31
+2% +$30.2K 0.09% 213
2026
Q1 		$1.64M Buy
1,940
+513
+36% +$458K 0.08% 226
2025
Q4 		$1.25M Sell
1,427
-7
-0.5% -$5.71K 0.07% 253
2025
Q3 		$1.14M Sell
1,434
-26
-2% -$19.3K 0.06% 254
2025
Q2 		$1.03M Buy
1,460
+26
+2% +$15.1K 0.06% 257
2025
Q1 		$783K Buy
1,434
+499
+53% +$300K 0.05% 291
2024
Q4 		$535K Buy
935
+118
+14% +$65.8K 0.04% 338
2024
Q3 		$405K Sell
817
-33
-4% -$16.1K 0.03% 395
2024
Q2 		$384K Buy
850
+174
+26% +$76.4K 0.03% 387
2024
Q1 		$282K Buy
676
+1
+0.1% +$388 0.02% 436
2023
Q4 		$260K Sell
675
-490
-42% -$164K 0.02% 442
2023
Q3 		$377K Buy
1,165
+490
+73% +$164K 0.04% 371
2023
Q2 		$218K Buy
675
+56
+9% +$18.4K 0.02% 470
2023
Q1 		$202K Buy
+619
New +$215K 0.02% 452
2022
Q3 		$226K Sell
772
-2
-0.3% -$648 0.03% 402
2022
Q2 		$230K Sell
774
-29
-4% -$9.03K 0.03% 397
2022
Q1 		$265K Sell
803
-201
-20% -$71K 0.03% 391
2021
Q4 		$384K Buy
1,004
+168
+20% +$66.5K 0.04% 337
2021
Q3 		$316K Buy
836
+22
+3% +$8.59K 0.03% 346
2021
Q2 		$309K Buy
814
+9
+1% +$3.22K 0.03% 359
2021
Q1 		$263K Sell
805
-1
-0.1% -$311 0.03% 374
2020
Q4 		$212K Buy
+806
New +$179K 0.03% 388
2019
Q2 		– Sell
-675
Closed -$490K – 417
2019
Q1 		$490K Buy
+675
New +$130K 0.06% 279
2017
Q3 		– Sell
-917
Closed -$209K – 398
2017
Q2 		$209K Buy
+917
New +$204K 0.05% 347

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cornerstone Wealth Management's GS Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Goldman Sachs (GS) stake by 0.51% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,981 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #230.

Cornerstone Wealth Management first reported a position in GS in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.99M in Q2 2026. 2,169 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Cornerstone Wealth Management held 1,981 shares of Goldman Sachs worth $1.78M as of Q3 2026.
  • Cornerstone Wealth Management bought 10 Goldman Sachs shares in Q3 2026, an estimated $10.2K.
  • Goldman Sachs made up 0.07% of Cornerstone Wealth Management's portfolio in Q3 2026, its #230 holding.
  • Cornerstone Wealth Management first reported a position in Goldman Sachs in Q2 2017 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's Goldman Sachs position peaked at $1.99M in Q2 2026.
  • 2,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.