Elk River Wealth Management’s Goldman Sachs GS Stock Holding History

Elk River 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	$5.19M	Sell	5,129 -316	-6%	-$308K	0.83%	32
2026 Q1	$4.61M	Sell	5,445 -383	-7%	-$342K	0.77%	34
2025 Q4	$5.12M	Sell	5,828 -277	-5%	-$226K	0.82%	35
2025 Q3	$4.86M	Buy	6,105 +749	+14%	+$555K	0.78%	35
2025 Q2	$3.79M	Buy	5,356 +283	+6%	+$164K	0.65%	42
2025 Q1	$2.77M	Buy	+5,073	New	+$3.05M	0.52%	44

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

Elk River Wealth Management's GS Position: Q2 2026 in Review

Elk River Wealth Management reduced its Goldman Sachs (GS) stake by 5.8% in Q2 2026, selling an estimated $308K and leaving 5,129 shares worth $5.19M. The position accounts for 0.83% of the portfolio, ranked #32.

Elk River Wealth Management first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 3,179 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Elk River Wealth Management held 5,129 shares of Goldman Sachs worth $5.19M as of Q2 2026.
Elk River Wealth Management sold 316 Goldman Sachs shares in Q2 2026, an estimated $308K.
Goldman Sachs made up 0.83% of Elk River Wealth Management's portfolio in Q2 2026, its #32 holding.
Elk River Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
3,179 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.