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Dogwood Wealth Management’s Goldman Sachs GS Stock Holding History

Dogwood Wealth Management’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 		$106K Buy
105
+25
+31% +$24.4K 0.04% 107
2026
Q1 		$67.7K Buy
80
+27
+51% +$24.1K 0.03% 127
2025
Q4 		$46.6K Buy
53
+4
+8% +$3.26K 0.02% 137
2025
Q3 		$39K Buy
49
+11
+29% +$8.15K 0.02% 140
2025
Q2 		$26.5K Buy
38
+36
+1,800% +$20.9K 0.01% 152
2025
Q1 		$1.09K Buy
+2
New +$1.2K ﹤0.01% 426
2024
Q3 		– Hold
0
– – – 211
2024
Q2 		– Hold
0
– – – 260
2024
Q1 		– Hold
0
– – – 256
2023
Q4 		– Hold
0
– – – 234

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
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
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
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

Dogwood Wealth Management's GS Position: Q2 2026 in Review

Dogwood Wealth Management increased its Goldman Sachs (GS) stake by 31% in Q2 2026, buying an estimated $24.4K and bringing the position to 105 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #107.

Dogwood Wealth Management first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Dogwood Wealth Management held 105 shares of Goldman Sachs worth $106K as of Q2 2026.
  • Dogwood Wealth Management bought 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Dogwood Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.