Ellerson Group’s Goldman Sachs GS Stock Holding History

Ellerson Group’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	$535K	Sell	529 -5	-0.9%	-$4.88K	0.32%	39
2026 Q1	$452K	Sell	534 -1	-0.2%	-$892	0.3%	39
2025 Q4	$470K	Hold	535	–	–	0.32%	35
2025 Q3	$426K	Buy	535 +66	+14%	+$48.9K	0.27%	41
2025 Q2	$332K	Hold	469	–	–	0.23%	41
2025 Q1	$256K	Hold	469	–	–	0.2%	45
2024 Q4	$269K	Sell	469 -190	-29%	-$106K	0.2%	43
2024 Q3	$326K	Hold	659	–	–	0.26%	37
2024 Q2	$298K	Sell	659 -70	-10%	-$30.7K	0.23%	36
2024 Q1	$304K	Hold	729	–	–	0.23%	39
2023 Q4	$281K	Hold	729	–	–	0.24%	41
2023 Q3	$236K	Hold	729	–	–	0.22%	47
2023 Q2	$235K	Sell	729 -10	-1%	-$3.29K	0.22%	44
2023 Q1	$242K	Hold	739	–	–	0.26%	39
2022 Q4	$254K	Buy	+739	New	+$257K	0.27%	46

Other funds holding GS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ellerson Group's GS Position: Q2 2026 in Review

Ellerson Group reduced its Goldman Sachs (GS) stake by 0.94% in Q2 2026, selling an estimated $4.88K and leaving 529 shares worth $535K. The position accounts for 0.32% of the portfolio, ranked #39.

Ellerson Group first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 1,931 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Ellerson Group held 529 shares of Goldman Sachs worth $535K as of Q2 2026.
Ellerson Group sold 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
Goldman Sachs made up 0.32% of Ellerson Group's portfolio in Q2 2026, its #39 holding.
Ellerson Group first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
1,931 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.