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Dynasty Wealth Management’s Goldman Sachs GS Stock Holding History

Dynasty 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 		$2.94M Sell
2,911
-15
-0.5% -$14.6K 0.02% 106
2026
Q1 		$2.48M Sell
2,926
-64
-2% -$57.1K 0.02% 112
2025
Q4 		$2.63M Buy
2,990
+305
+11% +$249K 0.03% 115
2025
Q3 		$2.14M Buy
2,685
+1,219
+83% +$903K 0.03% 113
2025
Q2 		$1.04M Sell
1,466
-465
-24% -$269K 0.02% 128
2025
Q1 		$1.05M Sell
1,931
-28
-1% -$16.8K 0.02% 137
2024
Q4 		$1.12M Sell
1,959
-171
-8% -$95.4K 0.02% 135
2024
Q3 		$1.05M Sell
2,130
-594
-22% -$291K 0.03% 132
2024
Q2 		$1.23M Buy
2,724
+176
+7% +$77.2K 0.04% 115
2024
Q1 		$1.06M Buy
+2,548
New +$989K 0.03% 124

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

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

Dynasty Wealth Management reduced its Goldman Sachs (GS) stake by 0.51% in Q2 2026, selling an estimated $14.6K and leaving 2,911 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #106.

Dynasty Wealth Management first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Dynasty Wealth Management held 2,911 shares of Goldman Sachs worth $2.94M as of Q2 2026.
  • Dynasty Wealth Management sold 15 Goldman Sachs shares in Q2 2026, an estimated $14.6K.
  • Goldman Sachs made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Dynasty Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.