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Eaton Financial Holdings’s Goldman Sachs GS Stock Holding History

Eaton Financial Holdings’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 		$373K Buy
368
+47
+15% +$45.8K 0.1% 101
2026
Q1 		$272K Sell
321
-10
-3% -$8.92K 0.09% 117
2025
Q4 		$291K Sell
331
-15
-4% -$12.2K 0.08% 119
2025
Q3 		$276K Sell
346
-82
-19% -$60.8K 0.08% 114
2025
Q2 		$303K Buy
+428
New +$248K 0.09% 102

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

Eaton Financial Holdings's GS Position: Q2 2026 in Review

Eaton Financial Holdings increased its Goldman Sachs (GS) stake by 15% in Q2 2026, buying an estimated $45.8K and bringing the position to 368 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #101.

Eaton Financial Holdings first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Eaton Financial Holdings held 368 shares of Goldman Sachs worth $373K as of Q2 2026.
  • Eaton Financial Holdings bought 47 Goldman Sachs shares in Q2 2026, an estimated $45.8K.
  • Goldman Sachs made up 0.1% of Eaton Financial Holdings's portfolio in Q2 2026, its #101 holding.
  • Eaton Financial Holdings first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.