CW
GS icon

Curio Wealth’s Goldman Sachs GS Stock Holding History

Curio 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 		– Sell
-2
Closed -$1.69K – 522
2026
Q1 		$1.69K Buy
+2
New +$1.78K ﹤0.01% 330
2025
Q4 		– Hold
0
– – – 463
2025
Q3 		– Hold
0
– – – 276
2025
Q2 		– Sell
-1
Closed -$579 – 357
2025
Q1 		$29.7K Sell
1
-51
-98% -$30.7K 0.02% 153
2024
Q4 		$29.7K Buy
+52
New +$29K 0.02% 149

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Curio Wealth's GS Position: Q2 2026 in Review

Curio Wealth sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 2 shares — an estimated $1.69K sold.

Curio Wealth first reported a position in GS in Q4 2024 and held it in 3 quarters. The position peaked at $29.7K in Q1 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Curio Wealth reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.69K.
  • Curio Wealth first reported a position in Goldman Sachs in Q4 2024 and held it in 3 quarters.
  • Curio Wealth's Goldman Sachs position peaked at $29.7K in Q1 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.