Duncan Williams Asset Management’s Goldman Sachs GS Stock Holding History

Duncan Williams Asset 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	$1.09M	Buy	1,079 +4	+0.4%	+$3.9K	0.25%	59
2026 Q1	$909K	Buy	1,075 +2	+0.2%	+$1.78K	0.25%	61
2025 Q4	$980K	Buy	1,073 +4	+0.4%	+$3.26K	0.24%	62
2025 Q3	$851K	Sell	1,069 -14	-1%	-$10.4K	0.24%	69
2025 Q2	$767K	Buy	1,083 +13	+1%	+$7.53K	0.24%	65
2025 Q1	$584K	Buy	1,070 +1	+0.1%	+$602	0.21%	74
2024 Q4	$612K	Buy	+1,069	New	+$596K	0.24%	76

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

Duncan Williams Asset Management's GS Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Goldman Sachs (GS) stake by 0.37% in Q2 2026, buying an estimated $3.9K and bringing the position to 1,079 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #59.

Duncan Williams Asset Management first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Duncan Williams Asset Management held 1,079 shares of Goldman Sachs worth $1.09M as of Q2 2026.
Duncan Williams Asset Management bought 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
Goldman Sachs made up 0.25% of Duncan Williams Asset Management's portfolio in Q2 2026, its #59 holding.
Duncan Williams Asset Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.