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Financial Perspectives’s Goldman Sachs GS Stock Holding History

Financial Perspectives’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 		$51K Hold
50
– – 0.01% 332
2026
Q1 		$42.7K Hold
50
– – 0.01% 333
2025
Q4 		$44.3K Hold
50
– – 0.01% 328
2025
Q3 		$40.2K Hold
50
– – 0.01% 339
2025
Q2 		$35.7K Hold
50
– – 0.01% 350
2025
Q1 		$27.5K Hold
50
– – 0.01% 368
2024
Q4 		$28.9K Hold
50
– – 0.01% 363
2024
Q3 		$25K Hold
50
– – 0.01% 363
2024
Q2 		$22.8K Hold
50
– – 0.01% 364
2024
Q1 		$21.1K Sell
50
-2
-4% -$776 0.01% 372
2023
Q4 		$20.2K Buy
52
+2
+4% +$668 0.01% 374
2023
Q3 		$16.3K Hold
50
– – 0.01% 384
2023
Q2 		$16.3K Hold
50
– – 0.01% 387
2023
Q1 		$16.5K Hold
50
– – 0.01% 380
2022
Q4 		$17.3K Hold
50
– – 0.01% 378
2022
Q3 		$14.8K Hold
50
– – 0.01% 388
2022
Q2 		$15K Hold
50
– – 0.01% 386
2022
Q1 		$16.6K Hold
50
– – 0.01% 395
2021
Q4 		$19.3K Hold
50
– – 0.01% 361
2021
Q3 		$19.1K Sell
50
-13
-21% -$5.08K 0.01% 356
2021
Q2 		$24.1K Sell
63
-20,678
-100% -$7.4M 0.01% 357
2021
Q1 		$63K Buy
20,741
+20,678
+32,822% +$6.44M ﹤0.01% 543
2020
Q4 		$16.7K Buy
63
+13
+26% +$2.89K 0.01% 351
2020
Q3 		$10.1K Hold
50
– – 0.01% 371
2020
Q2 		$9.96K Sell
50
-33
-40% -$6.2K 0.01% 350
2020
Q1 		$12.8K Buy
83
+25
+43% +$5.31K 0.01% 296
2019
Q4 		$13.3K Buy
+58
New +$12.6K 0.01% 300

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

Financial Perspectives's GS Position: Q2 2026 in Review

Financial Perspectives held its Goldman Sachs (GS) position steady in Q2 2026 at 50 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #332.

Financial Perspectives first reported a position in GS in Q4 2019 and has held it in 27 quarters since. The position peaked at $63K in Q1 2021. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Financial Perspectives held 50 shares of Goldman Sachs worth $51K as of Q2 2026.
  • Financial Perspectives left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #332 holding.
  • Financial Perspectives first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Goldman Sachs position peaked at $63K in Q1 2021.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.