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Cyndeo Wealth Partners’s Goldman Sachs GS Stock Holding History

Cyndeo Wealth Partners’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 		$3.18M Sell
3,141
-297
-9% -$290K 0.15% 148
2026
Q1 		$2.91M Buy
3,438
+113
+3% +$101K 0.15% 143
2025
Q4 		$2.92M Sell
3,325
-230
-6% -$188K 0.16% 133
2025
Q3 		$2.83M Sell
3,555
-203
-5% -$150K 0.16% 140
2025
Q2 		$2.66M Sell
3,758
-19
-0.5% -$11K 0.16% 145
2025
Q1 		$2.06M Buy
3,777
+9
+0.2% +$5.42K 0.14% 160
2024
Q4 		$2.16M Sell
3,768
-1
-0% -$558 0.15% 153
2024
Q3 		$1.87M Buy
3,769
+468
+14% +$229K 0.13% 171
2024
Q2 		$1.49M Buy
3,301
+97
+3% +$42.6K 0.12% 181
2024
Q1 		$1.34M Buy
3,204
+9
+0.3% +$3.49K 0.11% 182
2023
Q4 		$1.23M Buy
3,195
+3
+0.1% +$1K 0.11% 174
2023
Q3 		$1.03M Buy
3,192
+184
+6% +$61.5K 0.11% 167
2023
Q2 		$970K Sell
3,008
-581
-16% -$191K 0.1% 168
2023
Q1 		$1.17M Sell
3,589
-947
-21% -$330K 0.13% 161
2022
Q4 		$1.56M Buy
+4,536
New +$1.58M 0.18% 140

Other funds holding GS

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cyndeo Wealth Partners's GS Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Goldman Sachs (GS) stake by 8.6% in Q2 2026, selling an estimated $290K and leaving 3,141 shares worth $3.18M. The position accounts for 0.15% of the portfolio, ranked #148.

Cyndeo Wealth Partners first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 1,338 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cyndeo Wealth Partners held 3,141 shares of Goldman Sachs worth $3.18M as of Q2 2026.
  • Cyndeo Wealth Partners sold 297 Goldman Sachs shares in Q2 2026, an estimated $290K.
  • Goldman Sachs made up 0.15% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Cyndeo Wealth Partners first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.