Cove Private Wealth
GS icon

Cove Private Wealth’s Goldman Sachs GS Stock Holding History

Cove Private Wealth’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 		$298K Buy
331
+6
+2% +$6.14K 0.05% 181
2026
Q2 		$329K Hold
325
– – 0.06% 174
2026
Q1 		$275K Hold
325
– – 0.06% 160
2025
Q4 		$286K Hold
325
– – 0.09% 138
2025
Q3 		$259K Buy
325
+25
+8% +$18.5K 0.08% 140
2025
Q2 		$212K Buy
+300
New +$174K 0.07% 151

Other funds holding GS

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cove Private Wealth's GS Position: Q3 2026 in Review

Cove Private Wealth increased its Goldman Sachs (GS) stake by 1.8% in Q3 2026, buying an estimated $6.14K and bringing the position to 331 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #181.

Cove Private Wealth first reported a position in GS in Q2 2025 and has held it in 6 quarters since. The position peaked at $329K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Cove Private Wealth held 331 shares of Goldman Sachs worth $298K as of Q3 2026.
  • Cove Private Wealth bought 6 Goldman Sachs shares in Q3 2026, an estimated $6.14K.
  • Goldman Sachs made up 0.05% of Cove Private Wealth's portfolio in Q3 2026, its #181 holding.
  • Cove Private Wealth first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's Goldman Sachs position peaked at $329K in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.