Empirical Wealth Management
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Empirical Wealth Management’s Goldman Sachs GS Stock Holding History

Empirical 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
Q3 		$5.12M Buy
5,683
+1,044
+23% +$1.07M 0.07% 162
2026
Q2 		$4.69M Buy
4,639
+211
+5% +$206K 0.07% 170
2026
Q1 		$3.75M Buy
4,428
+998
+29% +$890K 0.06% 176
2025
Q4 		$3.02M Sell
3,430
-137
-4% -$112K 0.05% 196
2025
Q3 		$2.84M Buy
3,567
+462
+15% +$342K 0.06% 200
2025
Q2 		$2.2M Buy
3,105
+888
+40% +$515K 0.05% 223
2025
Q1 		$1.21M Sell
2,217
-278
-11% -$167K 0.03% 272
2024
Q4 		$1.43M Buy
2,495
+673
+37% +$375K 0.04% 235
2024
Q3 		$902K Sell
1,822
-14
-0.8% -$6.85K 0.03% 284
2024
Q2 		$831K Buy
1,836
+650
+55% +$285K 0.02% 276
2024
Q1 		$495K Sell
1,186
-61
-5% -$23.7K 0.01% 346
2023
Q4 		$481K Sell
1,247
-425
-25% -$142K 0.02% 326
2023
Q3 		$541K Buy
1,672
+303
+22% +$101K 0.02% 294
2023
Q2 		$442K Buy
+1,369
New +$450K 0.02% 330

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Empirical Wealth Management's GS Position: Q3 2026 in Review

Empirical Wealth Management increased its Goldman Sachs (GS) stake by 23% in Q3 2026, buying an estimated $1.07M and bringing the position to 5,683 shares worth $5.12M. The position accounts for 0.07% of the portfolio, ranked #162.

Empirical Wealth Management first reported a position in GS in Q2 2023 and has held it in 14 quarters since. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Empirical Wealth Management held 5,683 shares of Goldman Sachs worth $5.12M as of Q3 2026.
  • Empirical Wealth Management bought 1,044 Goldman Sachs shares in Q3 2026, an estimated $1.07M.
  • Goldman Sachs made up 0.07% of Empirical Wealth Management's portfolio in Q3 2026, its #162 holding.
  • Empirical Wealth Management first reported a position in Goldman Sachs in Q2 2023 and has held it in 14 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.