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Eads & Heald Wealth Management’s Goldman Sachs GS Stock Holding History

Eads & Heald 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 		$1.47M Sell
1,451
-147
-9% -$143K 0.72% 58
2026
Q1 		$1.35M Sell
1,598
-118
-7% -$105K 0.67% 60
2025
Q4 		$1.51M Sell
1,716
-32
-2% -$26.1K 0.73% 61
2025
Q3 		$1.39M Sell
1,748
-16
-0.9% -$11.9K 0.66% 63
2025
Q2 		$1.25M Buy
1,764
+7
+0.4% +$4.06K 0.62% 73
2025
Q1 		$960K Sell
1,757
-210
-11% -$126K 0.49% 85
2024
Q4 		$1.13M Buy
1,967
+1,385
+238% +$773K 0.55% 78
2024
Q3 		$288K Buy
582
+30
+5% +$14.7K 0.14% 126
2024
Q2 		$250K Buy
552
+66
+14% +$29K 0.12% 129
2024
Q1 		$203K Sell
486
-45
-8% -$17.5K 0.09% 140
2023
Q4 		$205K Buy
+531
New +$177K 0.1% 144
2023
Q1 		– Sell
-625
Closed -$215K – 145
2022
Q4 		$215K Buy
+625
New +$218K 0.11% 142
2022
Q1 		– Sell
-602
Closed -$230K – 150
2021
Q4 		$230K Buy
+602
New +$238K 0.1% 142

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

Eads & Heald Wealth Management's GS Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Goldman Sachs (GS) stake by 9.2% in Q2 2026, selling an estimated $143K and leaving 1,451 shares worth $1.47M. The position accounts for 0.72% of the portfolio, ranked #58.

Eads & Heald Wealth Management first reported a position in GS in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Eads & Heald Wealth Management held 1,451 shares of Goldman Sachs worth $1.47M as of Q2 2026.
  • Eads & Heald Wealth Management sold 147 Goldman Sachs shares in Q2 2026, an estimated $143K.
  • Goldman Sachs made up 0.72% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Eads & Heald Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 13 quarters since.
  • Eads & Heald Wealth Management's Goldman Sachs position peaked at $1.51M in Q4 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.