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
2020 Q4	–	Sell	-1,177	Closed	-$237K	–	368
2020 Q3	$237K	Buy	+1,177	New	+$239K	0.06%	223

Other funds holding GS

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) 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 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 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. 802 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.
802 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.