CPW
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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cove Private Wealth's GS Position: Q2 2026 in Review

Cove Private Wealth held its Goldman Sachs (GS) position steady in Q2 2026 at 325 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #174.

Cove Private Wealth first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,483 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cove Private Wealth held 325 shares of Goldman Sachs worth $329K as of Q2 2026.
  • Cove Private Wealth left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.06% of Cove Private Wealth's portfolio in Q2 2026, its #174 holding.
  • Cove Private Wealth first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 1,483 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.