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Family Management’s Goldman Sachs GS Stock Holding History

Family 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 		$861K Buy
851
+525
+161% +$512K 0.09% 138
2026
Q1 		$276K Buy
326
+51
+19% +$45.5K 0.03% 220
2025
Q4 		$242K Buy
+275
New +$224K 0.03% 206
2020
Q1 		– Sell
-11,285
Closed -$2.6M – 171
2019
Q4 		$2.6M Buy
11,285
+49
+0.4% +$10.6K 0.9% 36
2019
Q3 		$2.33M Buy
+11,236
New +$2.35M 0.87% 37

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

Family Management's GS Position: Q2 2026 in Review

Family Management increased its Goldman Sachs (GS) stake by 161% in Q2 2026, buying an estimated $512K and bringing the position to 851 shares worth $861K. The position accounts for 0.09% of the portfolio, ranked #138.

Family Management first reported a position in GS in Q3 2019 and has held it in 5 quarters since. The position peaked at $2.6M in Q4 2019. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Family Management held 851 shares of Goldman Sachs worth $861K as of Q2 2026.
  • Family Management bought 525 Goldman Sachs shares in Q2 2026, an estimated $512K.
  • Goldman Sachs made up 0.09% of Family Management's portfolio in Q2 2026, its #138 holding.
  • Family Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 5 quarters since.
  • Family Management's Goldman Sachs position peaked at $2.6M in Q4 2019.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.