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Gradient Investments’s Goldman Sachs GS Stock Holding History

Gradient Investments’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 		$71.5M Buy
70,680
+575
+0.8% +$561K 0.99% 20
2026
Q1 		$59.3M Sell
70,105
-2,759
-4% -$2.46M 0.92% 23
2025
Q4 		$64M Sell
72,864
-2,256
-3% -$1.84M 1.02% 23
2025
Q3 		$59.8M Sell
75,120
-2,084
-3% -$1.54M 1% 23
2025
Q2 		$54.6M Sell
77,204
-6,503
-8% -$3.77M 1% 24
2025
Q1 		$45.7M Buy
83,707
+7,286
+10% +$4.38M 0.92% 33
2024
Q4 		$43.8M Sell
76,421
-523
-0.7% -$292K 0.89% 28
2024
Q3 		$38.1M Sell
76,944
-11,124
-13% -$5.44M 0.79% 35
2024
Q2 		$39.8M Sell
88,068
-3,328
-4% -$1.46M 0.89% 30
2024
Q1 		$38.2M Sell
91,396
-3,678
-4% -$1.43M 0.89% 25
2023
Q4 		$36.7M Buy
95,074
+8
+0% +$2.67K 0.89% 23
2023
Q3 		$30.8M Buy
95,066
+1,953
+2% +$653K 0.81% 31
2023
Q2 		$30M Sell
93,113
-2,688
-3% -$884K 0.77% 32
2023
Q1 		$31.3M Buy
95,801
+52,173
+120% +$18.2M 0.85% 28
2022
Q4 		$15M Sell
43,628
-15,622
-26% -$5.44M 0.47% 60
2022
Q3 		$17.4M Sell
59,250
-5,039
-8% -$1.63M 0.53% 41
2022
Q2 		$19.1M Buy
64,289
+28,421
+79% +$8.85M 0.56% 35
2022
Q1 		$11.8M Buy
35,868
+7,784
+28% +$2.75M 0.3% 101
2021
Q4 		$10.7M Sell
28,084
-30
-0.1% -$11.9K 0.27% 110
2021
Q3 		$10.6M Buy
28,114
+6,655
+31% +$2.6M 0.3% 110
2021
Q2 		$8.14M Buy
21,459
+586
+3% +$210K 0.24% 117
2021
Q1 		$6.83M Sell
20,873
-2,294
-10% -$714K 0.22% 121
2020
Q4 		$4.66M Sell
23,167
-146
-0.6% -$32.5K 0.2% 112
2020
Q3 		$4.68M Buy
23,313
+6,334
+37% +$1.29M 0.2% 113
2020
Q2 		$3.35M Buy
16,979
+1,973
+13% +$370K 0.15% 123
2020
Q1 		$2.32M Buy
15,006
+4,917
+49% +$1.04M 0.13% 123
2019
Q4 		$2.32M Buy
10,089
+4,148
+70% +$900K 0.1% 123
2019
Q3 		$1.23M Buy
5,941
+1,201
+25% +$251K 0.06% 178
2019
Q2 		$970K Buy
4,740
+3,776
+392% +$747K 0.05% 192
2019
Q1 		$185K Buy
964
+861
+836% +$166K 0.01% 252
2018
Q4 		$17K Buy
103
+73
+243% +$14.7K ﹤0.01% 476
2018
Q3 		$7K Buy
+30
New +$6.98K ﹤0.01% 681
2018
Q2 		– Sell
-16
Closed -$4K – 1047
2018
Q1 		$4K Sell
16
-12
-43% -$3.12K ﹤0.01% 746
2017
Q4 		$7K Buy
+28
New +$6.87K ﹤0.01% 643
2017
Q2 		– Sell
-1
Closed – – 840
2017
Q1 		$0 Hold
1
– – ﹤0.01% 789
2016
Q4 		$0 Buy
+1
New +$203 ﹤0.01% 751
2016
Q1 		– Sell
-15
Closed -$3K – 752
2015
Q4 		$3K Buy
+15
New +$2.79K ﹤0.01% 554

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments's GS Position: Q2 2026 in Review

Gradient Investments increased its Goldman Sachs (GS) stake by 0.82% in Q2 2026, buying an estimated $561K and bringing the position to 70,680 shares worth $71.5M. The position accounts for 0.99% of the portfolio, ranked #20.

Gradient Investments first reported a position in GS in Q4 2015 and has held it in 37 quarters since. 716 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Gradient Investments held 70,680 shares of Goldman Sachs worth $71.5M as of Q2 2026.
  • Gradient Investments bought 575 Goldman Sachs shares in Q2 2026, an estimated $561K.
  • Goldman Sachs made up 0.99% of Gradient Investments's portfolio in Q2 2026, its #20 holding.
  • Gradient Investments first reported a position in Goldman Sachs in Q4 2015 and has held it in 37 quarters since.
  • 716 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.