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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
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

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Empirical Wealth Management's GS Position: Q2 2026 in Review

Empirical Wealth Management increased its Goldman Sachs (GS) stake by 4.8% in Q2 2026, buying an estimated $206K and bringing the position to 4,639 shares worth $4.69M. The position accounts for 0.07% of the portfolio, ranked #170.

Empirical Wealth Management first reported a position in GS in Q2 2023 and has held it in 13 quarters since. 1,340 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Empirical Wealth Management held 4,639 shares of Goldman Sachs worth $4.69M as of Q2 2026.
  • Empirical Wealth Management bought 211 Goldman Sachs shares in Q2 2026, an estimated $206K.
  • Goldman Sachs made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Empirical Wealth Management first reported a position in Goldman Sachs in Q2 2023 and has held it in 13 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.