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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Finer Wealth Management reduced its Goldman Sachs (GS) stake by 0.59% in Q2 2026, selling an estimated $3.9K and leaving 671 shares worth $679K. The position accounts for 0.3% of the portfolio, ranked #51.

Finer Wealth Management first reported a position in GS in Q4 2021 and has held it in 19 quarters since. The position peaked at $899K in Q1 2023. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Finer Wealth Management held 671 shares of Goldman Sachs worth $679K as of Q2 2026.
Finer Wealth Management sold 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
Goldman Sachs made up 0.3% of Finer Wealth Management's portfolio in Q2 2026, its #51 holding.
Finer Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's Goldman Sachs position peaked at $899K in Q1 2023.
3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.