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Goldstone Financial Group’s Goldman Sachs GS Stock Holding History

Goldstone Financial Group’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 		$1.23M Sell
1,214
-86
-7% -$83.8K 0.11% 110
2026
Q1 		$1.1M Sell
1,300
-278
-18% -$248K 0.12% 112
2025
Q4 		$1.39M Buy
1,578
+95
+6% +$77.5K 0.15% 90
2025
Q3 		$1.18M Sell
1,483
-48
-3% -$35.6K 0.14% 94
2025
Q2 		$1.11M Buy
1,531
+214
+16% +$124K 0.15% 90
2025
Q1 		$719K Sell
1,317
-53
-4% -$31.9K 0.11% 109
2024
Q4 		$785K Buy
1,370
+284
+26% +$158K 0.12% 99
2024
Q3 		$538K Buy
1,086
+107
+11% +$52.3K 0.09% 113
2024
Q2 		$443K Buy
+979
New +$430K 0.09% 116

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

Goldstone Financial Group's GS Position: Q2 2026 in Review

Goldstone Financial Group reduced its Goldman Sachs (GS) stake by 6.6% in Q2 2026, selling an estimated $83.8K and leaving 1,214 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #110.

Goldstone Financial Group first reported a position in GS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q4 2025. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Goldstone Financial Group held 1,214 shares of Goldman Sachs worth $1.23M as of Q2 2026.
  • Goldstone Financial Group sold 86 Goldman Sachs shares in Q2 2026, an estimated $83.8K.
  • Goldman Sachs made up 0.11% of Goldstone Financial Group's portfolio in Q2 2026, its #110 holding.
  • Goldstone Financial Group first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • Goldstone Financial Group's Goldman Sachs position peaked at $1.39M in Q4 2025.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.