Focused Wealth Management’s Goldman Sachs GS Stock Holding History

Focused 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
2021 Q3	–	Sell	-4,000	Closed	-$26K	–	1039
2021 Q2	$26K	Sell	4,000 -800	-17%	-$286K	﹤0.01%	469
2021 Q1	$25K	Buy	+4,800	New	+$1.49M	﹤0.01%	465
2016 Q2	–	Sell	-200	Closed	-$1K	–	690
2016 Q1	$1K	Sell	200 -115,600	-100%	-$17.9M	﹤0.01%	601
2015 Q4	$586K	Buy	+115,800	New	+$21.5M	0.34%	49
2015 Q2	–	Sell	-78,200	Closed	-$885K	–	675
2015 Q1	$885K	Buy	+78,200	New	+$14.5M	0.54%	38
2014 Q2	–	Hold	0	–	-$582K	–	677
2014 Q1	–	Hold	0	–	–	–	47

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

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

Focused Wealth Management reduced its Goldman Sachs (GS) stake by 18% in Q2 2026, selling an estimated $999K and leaving 4,669 shares worth $4.72M. The position accounts for 0.41% of the portfolio, ranked #37.

Focused Wealth Management first reported a position in GS in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.82M in Q1 2026. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Focused Wealth Management held 4,669 shares of Goldman Sachs worth $4.72M as of Q2 2026.
Focused Wealth Management sold 1,025 Goldman Sachs shares in Q2 2026, an estimated $999K.
Goldman Sachs made up 0.41% of Focused Wealth Management's portfolio in Q2 2026, its #37 holding.
Focused Wealth Management first reported a position in Goldman Sachs in Q3 2013 and has held it in 52 quarters since.
Focused Wealth Management's Goldman Sachs position peaked at $4.82M in Q1 2026.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.