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Cypress Wealth Services’s Goldman Sachs GS Stock Holding History

Cypress Wealth Services’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 		$2.17M Sell
2,149
-5
-0.2% -$4.88K 0.27% 75
2026
Q1 		$1.82M Buy
2,154
+13
+0.6% +$11.6K 0.26% 79
2025
Q4 		$1.88M Buy
2,141
+265
+14% +$216K 0.26% 75
2025
Q3 		$1.49M Buy
1,876
+146
+8% +$108K 0.24% 77
2025
Q2 		$1.22M Buy
1,730
+274
+19% +$159K 0.22% 84
2025
Q1 		$795K Buy
1,456
+209
+17% +$126K 0.16% 104
2024
Q4 		$714K Buy
1,247
+103
+9% +$57.5K 0.14% 116
2024
Q3 		$566K Buy
1,144
+40
+4% +$19.6K 0.12% 139
2024
Q2 		$499K Buy
1,104
+92
+9% +$40.4K 0.11% 140
2024
Q1 		$423K Buy
1,012
+6
+0.6% +$2.33K 0.1% 160
2023
Q4 		$388K Buy
1,006
+57
+6% +$19K 0.1% 167
2023
Q3 		$307K Buy
949
+28
+3% +$9.36K 0.09% 184
2023
Q2 		$301K Buy
921
+6
+0.7% +$1.97K 0.08% 186
2023
Q1 		$299K Buy
915
+70
+8% +$24.4K 0.09% 187
2022
Q4 		$290K Buy
845
+12
+1% +$4.18K 0.09% 187
2022
Q3 		$251K Buy
833
+6
+0.7% +$1.94K 0.09% 188
2022
Q2 		$246K Sell
827
-8
-1% -$2.49K 0.08% 191
2022
Q1 		$276K Sell
835
-8
-0.9% -$2.83K 0.08% 190
2021
Q4 		$322K Buy
843
+4
+0.5% +$1.58K 0.09% 166
2021
Q3 		$317K Buy
839
+4
+0.5% +$1.56K 0.09% 161
2021
Q2 		$317K Sell
835
-293
-26% -$105K 0.09% 190
2021
Q1 		$369K Buy
1,128
+20
+2% +$6.23K 0.08% 192
2020
Q4 		$292K Buy
+1,108
New +$247K 0.07% 211
2020
Q3 		– Sell
-1,277
Closed -$260K – 350
2020
Q2 		$252K Buy
+1,277
New +$240K 0.06% 224
2020
Q1 		– Sell
-954
Closed -$219K – 256
2019
Q4 		$219K Buy
+954
New +$207K 0.06% 230
2018
Q4 		– Sell
-1,039
Closed -$233K – 233
2018
Q3 		$233K Buy
1,039
+83
+9% +$19.3K 0.08% 193
2018
Q2 		$211K Buy
956
+19
+2% +$4.53K 0.08% 205
2018
Q1 		$236K Hold
937
– – 0.1% 167
2017
Q4 		$239K Buy
+937
New +$230K 0.1% 175

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Cypress Wealth Services's GS Position: Q2 2026 in Review

Cypress Wealth Services reduced its Goldman Sachs (GS) stake by 0.23% in Q2 2026, selling an estimated $4.88K and leaving 2,149 shares worth $2.17M. The position accounts for 0.27% of the portfolio, ranked #75.

Cypress Wealth Services first reported a position in GS in Q4 2017 and has held it in 29 quarters since. 743 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cypress Wealth Services held 2,149 shares of Goldman Sachs worth $2.17M as of Q2 2026.
  • Cypress Wealth Services sold 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.27% of Cypress Wealth Services's portfolio in Q2 2026, its #75 holding.
  • Cypress Wealth Services first reported a position in Goldman Sachs in Q4 2017 and has held it in 29 quarters since.
  • 743 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.