Diversified Portfolios Inc’s Goldman Sachs GS Stock Holding History

Diversified Portfolios Inc’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	$631K	Buy	624 +36	+6%	+$35.1K	0.05%	128
2026 Q1	$497K	Hold	588	–	–	0.04%	127
2025 Q4	$517K	Buy	588 +30	+5%	+$24.5K	0.04%	128
2025 Q3	$444K	Hold	558	–	–	0.04%	129
2025 Q2	$395K	Sell	558 -3	-0.5%	-$1.74K	0.04%	128
2025 Q1	$306K	Hold	561	–	–	0.03%	124
2024 Q4	$321K	Hold	561	–	–	0.04%	125
2024 Q3	$278K	Sell	561 -44	-7%	-$21.5K	0.03%	124
2024 Q2	$274K	Buy	605 +47	+8%	+$20.6K	0.04%	121
2024 Q1	$233K	Hold	558	–	–	0.03%	120
2023 Q4	$215K	Buy	+558	New	+$186K	0.03%	120
2023 Q2	–	Sell	-926	Closed	-$303K	–	129
2023 Q1	$303K	Buy	+926	New	+$322K	0.07%	113

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diversified Portfolios Inc's GS Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Goldman Sachs (GS) stake by 6.1% in Q2 2026, buying an estimated $35.1K and bringing the position to 624 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #128.

Diversified Portfolios Inc first reported a position in GS in Q1 2023 and has held it in 12 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Diversified Portfolios Inc held 624 shares of Goldman Sachs worth $631K as of Q2 2026.
Diversified Portfolios Inc bought 36 Goldman Sachs shares in Q2 2026, an estimated $35.1K.
Goldman Sachs made up 0.05% of Diversified Portfolios Inc's portfolio in Q2 2026, its #128 holding.
Diversified Portfolios Inc first reported a position in Goldman Sachs in Q1 2023 and has held it in 12 quarters since.
3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.