Focus Partners Wealth
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Focus Partners Wealth’s Goldman Sachs GS Stock Holding History

Focus Partners Wealth’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 		$260M Sell
257,173
-2,814
-1% -$2.74M 0.27% 79
2026
Q1 		$220M Sell
259,987
-14,324
-5% -$12.8M 0.24% 90
2025
Q4 		$241M Sell
274,311
-81,156
-23% -$66.2M 0.27% 74
2025
Q3 		$188M Buy
355,467
+157,914
+80% +$117M 0.3% 65
2025
Q2 		$140M Buy
197,553
+23,915
+14% +$13.9M 0.3% 64
2025
Q1 		$94.9M Sell
173,638
-3,212
-2% -$1.93M 0.24% 90
2024
Q4 		$101M Buy
176,850
+80,296
+83% +$44.8M 0.26% 79
2024
Q3 		$47.8M Sell
96,554
-1,720
-2% -$841K 0.15% 145
2024
Q2 		$44.5M Buy
98,274
+55,053
+127% +$24.2M 0.15% 145
2024
Q1 		$18.1M Buy
43,221
+41,563
+2,507% +$16.1M 0.15% 155
2023
Q4 		$640K Buy
+1,658
New +$553K 0.01% 534

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

Focus Partners Wealth's GS Position: Q2 2026 in Review

Focus Partners Wealth reduced its Goldman Sachs (GS) stake by 1.1% in Q2 2026, selling an estimated $2.74M and leaving 257,173 shares worth $260M. The position accounts for 0.27% of the portfolio, ranked #79.

Focus Partners Wealth first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Focus Partners Wealth held 257,173 shares of Goldman Sachs worth $260M as of Q2 2026.
  • Focus Partners Wealth sold 2,814 Goldman Sachs shares in Q2 2026, an estimated $2.74M.
  • Goldman Sachs made up 0.27% of Focus Partners Wealth's portfolio in Q2 2026, its #79 holding.
  • Focus Partners Wealth first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.