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Disciplined Investors’s Goldman Sachs GS Stock Holding History

Disciplined Investors’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 		$1.75M Sell
1,728
-857
-33% -$836K 0.87% 32
2026
Q1 		$2.19M Sell
2,585
-5
-0.2% -$4.46K 1.3% 21
2025
Q4 		$2.28M Buy
2,590
+3
+0.1% +$2.45K 1.49% 19
2025
Q3 		$2.06M Sell
2,587
-176
-6% -$130K 1.47% 19
2025
Q2 		$1.96M Sell
2,763
-3
-0.1% -$1.74K 1.52% 20
2025
Q1 		$1.51M Buy
2,766
+92
+3% +$55.4K 1.36% 23
2024
Q4 		$1.51M Buy
+2,674
New +$1.49M 1.45% 24

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Disciplined Investors's GS Position: Q2 2026 in Review

Disciplined Investors reduced its Goldman Sachs (GS) stake by 33% in Q2 2026, selling an estimated $836K and leaving 1,728 shares worth $1.75M. The position accounts for 0.87% of the portfolio, ranked #32.

Disciplined Investors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Disciplined Investors held 1,728 shares of Goldman Sachs worth $1.75M as of Q2 2026.
  • Disciplined Investors sold 857 Goldman Sachs shares in Q2 2026, an estimated $836K.
  • Goldman Sachs made up 0.87% of Disciplined Investors's portfolio in Q2 2026, its #32 holding.
  • Disciplined Investors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Goldman Sachs position peaked at $2.28M in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.