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

Finer 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 		$603K Sell
669
-2
-0.3% -$2.05K 0.24% 58
2026
Q2 		$679K Sell
671
-4
-0.6% -$3.9K 0.3% 51
2026
Q1 		$571K Sell
675
-8
-1% -$7.14K 0.29% 56
2025
Q4 		$600K Sell
683
-118
-15% -$96.3K 0.29% 51
2025
Q3 		$638K Sell
801
-6
-0.7% -$4.45K 0.32% 50
2025
Q2 		$571K Sell
807
-184
-19% -$107K 0.31% 52
2025
Q1 		$542K Buy
991
+2
+0.2% +$1.2K 0.32% 55
2024
Q4 		$566K Sell
989
-75
-7% -$41.8K 0.32% 55
2024
Q3 		$527K Sell
1,064
-1
-0.1% -$489 0.33% 56
2024
Q2 		$482K Sell
1,065
-643
-38% -$282K 0.31% 55
2024
Q1 		$713K Sell
1,708
-361
-17% -$140K 0.47% 42
2023
Q4 		$798K Sell
2,069
-343
-14% -$114K 0.59% 39
2023
Q3 		$780K Sell
2,412
-235
-9% -$78.5K 0.62% 37
2023
Q2 		$854K Sell
2,647
-102
-4% -$33.5K 0.67% 36
2023
Q1 		$899K Buy
2,749
+471
+21% +$164K 0.76% 35
2022
Q4 		$782K Buy
2,278
+670
+42% +$233K 0.73% 37
2022
Q3 		$471K Buy
1,608
+366
+29% +$119K 0.46% 52
2022
Q2 		$369K Buy
1,242
+594
+92% +$185K 0.34% 61
2022
Q1 		$214K Sell
648
-23
-3% -$8.12K 0.17% 79
2021
Q4 		$257K Buy
+671
New +$266K 0.21% 73

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

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

Finer Wealth Management reduced its Goldman Sachs (GS) stake by 0.3% in Q3 2026, selling an estimated $2.05K and leaving 669 shares worth $603K. The position accounts for 0.24% of the portfolio, ranked #58.

Finer Wealth Management first reported a position in GS in Q4 2021 and has held it in 20 quarters since. The position peaked at $899K in Q1 2023. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Finer Wealth Management held 669 shares of Goldman Sachs worth $603K as of Q3 2026.
  • Finer Wealth Management sold 2 Goldman Sachs shares in Q3 2026, an estimated $2.05K.
  • Goldman Sachs made up 0.24% of Finer Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Finer Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 20 quarters since.
  • Finer Wealth Management's Goldman Sachs position peaked at $899K in Q1 2023.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.